Mutual Funds
We partner with the best, to offer you the best.
We partner with the best, to offer you the best.
Mutual funds work by group-buying an investment with monthly contributions helping the investor's assets grow. In other words, you pool your money with other investors to "mutually" buy stocks, bonds, and other investments. This is a great option for investors who want exposure to a wide variety of assets. The funds also tend to be less volatile and are also run by professional fund managers who decide which securities to buy (stocks, bonds, etc.) and when to sell them.
A multi-asset solution for those looking to build a portfolio that provides a balance between generating income and long-term capital growth.
A multi-asset solution for those looking to build a portfolio that provides long-term capital appreciation and generates some income.
A fixed income solution for those looking for a core investment grade Canadian bond fund with measurable ESG impact.
of wealth management experience
from coast to coast
dollars in assets under administration and management
Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Credential Qtrade Securities Inc. (including Credential Securities, Qtrade Direct Investing, Qtrade Guided Portfolios, Qtrade Advisor and Aviso Correspondent Partners), Credential Asset Management Inc., Credential Insurance Services Inc., Credential Financial Strategies Inc., and Northwest & Ethical Investments L.P.
Ready to open a mutual fund? Get in touch with our Credential Asset Management rep and we’ll walk you through the process.
Already investing online? Log in into your Qtrade Direct Investing® account now.
Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade and Qtrade Direct Investing are trade names and/or trademarks of Aviso Wealth Inc. and its subsidiaries.
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