Wealth creation

Invest in growth opportunities that support your financial goals and risk tolerance: we proactively manage your investment portfolio.

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) and guaranteed return products like GICs.

We guide you through the selection process by evaluating your personal risk profile and lifestyle objectives, and providing you with research-based feedback on various investment solutions.

Let’s talk Wealth:
Most of all of these investments are available and can be held within your wealth strategies (RRSP, Spousal RRSP, RESP & TFSA).

Mutual Funds are provided by our financial advisors who are mutual fund representatives with Investia Financial Services Inc. Below is a sample list of Mutual Fund companies with which our financial advisors work.

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.

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.