MUTUAL FUNDS:
A mutual fund is a pool of investments used to buy a large portfolio of securities that will be managed by a professional investment manager. When you invest in a mutual fund, you are buying a portion of the mutual fund and essentially become a shareholder of the fund.
| 1. | Professional money management – The pool of money that investors contribute is invested by industry experts. Our advisors have the knowledge and information necessary to make informed investment decisions according to the fund’s objectives. |
| 2. | Diversification – Because investors contribute to a large pool of money, managers can easily diversify between many individual securities. Therefore, fund returns are not heavily dependant on the ups and downs of a few select investments. |
| 3. | Liquidity – Mutual funds are very convenient since they can be quickly bought and redeemed. |
| 4. | Choice – Depending on your financial goals and tolerance for risk there are a wide range of mutual funds available to you. Our advisors can ensure that the investment you choose complements your overall financial plan. |
| 5. | Convenience – the mutual fund company does all the record keeping. The fund company will provide you with regular reports and the appropriate tax forms for your investments. |
Our team can help you make the right choices from our selection of carefully screened and approved industry-leading mutual funds, which include the following fund families:
- CI Investments Inc.
- CIBC Asset Management Inc.
- Manulife Investments
- Fidelity Investments Canada Ltd.
- Franklin Templeton Investments Corp.
- BMO Guardian
- Mackenzie Financial Corp.
- RBC Asset Management Inc.
- Renaissance Investments
- TD Asset Management Inc.
