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Our team
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Our licensed Mutual Funds Specialists will help match you up with the best investments for you based on your goals and risk tolerance so you can grow your money with less stress.
Ashton Stuparyk, Harm Tjardes, Bobbi Jo Lysons
What is a mutual fund?
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A Mutual Fund is a pool of money created by the investments of a large number of individuals who share the same investment goal.
A fund manager will expertly invest the pool of capital. By investing in a mutual fund you simplify your investing through professional management and a level of diversification that is not possible by investing on your own.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Key Product Details
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The potential to earn more with a mutual fund is higher than with products like term deposits or savings accounts.
When you begin your saving journey you want to take a few things into consideration:
- How long do you want to invest?
- How much money will you need to reach your goal?
- Consider the account type. Taxable or tax advantages? When you utilize government registered accounts like RRSPs, TFSAs, FHSAs, or RESPs, you are growing your savings tax-free. Non-registered accounts have limited tax-advantages but can offer you more flexibility
The minimum is $25/month, however you can set up pre-authorized contributions monthly, bi-weekly, semi-monthly, or annually.
Yes, the TFSAs and non-registered accounts are not locked-in, therefore you can take your money out anytime you'd like! Accounts like RRSPs, RRIFs, and LIRAs may be subject to tax implications; check with your advisor to learn more about the options available to you.