Mutual Funds

Mutual Funds are a very popular instrument for investing. The rate of return fluctuates with the economy but long term they have out performed the GIC market. The time to buy is when the markets are down to maximize the return when the markets are strong. The use of mutual funds is a long-term investment strategy.

The best way to buy Mutual Funds is by taking advantage of dollar averaging. Dollar averaging is achieved by purchasing your funds on a monthly basis. Your planner will explain this to you.

We have access to most of the Funds available in Canada and the US, however, we create a preferred list that will best meet your needs once your investment philosophy has been determined.

How do I purchase Mutual Funds?

Call to set an appointment with a licensed planner who will evaluate your tolerance for risk and do the purchase on line the funds that will meet your needs.

To receive a quote or to learn about how we can assist you, please call (1-866-500-5551 ) or use our quick on-line form and one of our friendly representatives will contact you within 24 hours.