Investments

There are over 8,000 mutual funds in Canada available to you as an investor, varying from low risk to extremely high risk.  There are also other investments you can choose from such as segregated funds (issued by insurance companies), as well as guaranteed return products like GIC’s.

We can help guide you through this selection process by providing you with research-based feedback on various investment solutions based on your personal risk assessment and objectives.

Most all of these investments are available and can be held within your different investment planning strategies (RRSP, Spousal RRSP, RESP, & TFSA)

Mutual Funds

Mutual Funds are provided by our financial advisors as mutual fund representative with Investia Financial Services Inc. Below is a list of Mutual Fund Companies our financial advisors are working with, however more are available.

Talk to one of our advisors for more information on any of these companies.

Clients of a mutual fund dealer who are not satisfied with a financial product or service have a right to make a complaint and to seek resolution of the problem. MFDA Member dealers have a responsibility to their clients to ensure that all complaints are dealt with fairly and promptly. Click Here

Mutual Fund Disclosure

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment.  Please read the simplified prospectus before investing.  Mutual funds are not guaranteed and are not covered by the Canada deposit Insurance Corporation or by any other government deposit insurer.  There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount that the full amount of your investment in the fund will be returned to you.  Fund values changes frequently and past performance may not be repeated.