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Mutual Funds are a portfolio of stocks, bonds or other securities that are managed by professional experts. Our recent partnership with Credential Asset Management Inc., a Canadian Credit Union founded system, allows you access to thousands of Canada’s top Mutual Funds like CI Investments, Fidelity, AGF as well as Northwest Ethical Funds.

We are also able to integrate your existing portfolio and mix and match to best meet your financial goals.

To learn more about Mutual Funds, check out our FWD Articles

Personalized Advice

Our Advisors will work with you to find the right Mutual Fund to suit your needs. We will ensure your money is managed and we will monitor the markets so you don't have to.

Easy to Invest

You can get started today with as little as $500 and regular contributions from $50/month.

Diversification

One single investment diversified so that all your eggs aren’t in one basket.

Mutual Funds and financial planning are offered through Credential Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with Mutual Fund investments. Please read the prospectus before investing. Unless otherwise stated, Mutual Fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. ®Credential is a registered mark owned by Aviso Wealth Inc.