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Mutual Funds*

Invest with Confidence

Mutual Funds are an excellent way to diversify your investment portfolio. What does that really mean? You could spend money buying one or two stocks and be faced with a great deal of risk if one stock price should drop or you could spend the same amount of money on a Mutual Fund that invests in a number of different stocks. If one of those stocks drops in price, it doesn't impact your entire investment. Putting eggs in more than one basket is a great thing!

Professionally managed mutual funds let you invest like an expert.  FirstOntario Members have access to more than 1,000 of the country’s most popular mutual funds, including top names like AGF®, Fidelity Investments® and AIM TRIMARK®, through Credential Asset Management Inc. and Credential Securities. We also offer Canada’s leading family of socially responsible Ethical Funds..

A Fund for Every Investment Goal

Regardless of your risk tolerance, from conservative to aggressive, our qualified Credential Investment professionals will help you understand how mutual funds can fit into your investment portfolio.  We can suggest a range of options to match your investor profile and suit your investment strategy, whatever your goals.

Money Market Funds

Earn Interest income with stability and liquidity.

Income Funds

Get income as well as growth potential

Balanced Funds

Blend stocks, bonds and money market instruments for balanced growth.

Growth Funds

Maximize your upside with Canadian or U.S. equities.

Global Funds

Get exposure to leading international companies.

Sector Funds

Be specific about your industry or commodity concentration.

Index Funds

Take out the guesswork by tracking the broader market at low cost.

Exchange Traded Funds (ETFs)

An inexpensive way to invest. Contact our Credential Securities Investment Advisors for details.

Start building your investment portfolio with top quality funds available through Credential. Let's chat. Call us at 1-800-616-8878 to talk to an Investment Advisor today.

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc. Northwest Funds, Ethical Funds and NEI Investments are registered trademarks of Northwest & Ethical Investments L.P. Ethical Funds® are available only to Canadian residents. Credential Asset Management Inc., Credential Qtrade Securities Inc. and Northwest & Ethical Investments L.P. are wholly owned subsidiaries of Aviso Wealth Inc.

®Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence.

®Ethical Funds is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence.

®All registered trademarks are used under licence.



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