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Mutual Funds

Take your investment to a new level by investing in a professionally managed collection of stocks, bonds and securities.

Why invest in mutual funds?

Professionally managed

Let the experts do the heavy lifting, monitoring the markets and managing your mutual funds for you.

Fully diversified

Invest in a pool of varied investments that keep your portfolio well diversified to lower risk.

Options for everyone

Whether you want growth, security, or something in between, we have a mutual fund for you.

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Meet our partner

As a trusted partner, CU Financial Management provides tailored financial planning for every stage of life.

Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to ensure that you’re leaving a legacy for your loved ones, we can help.

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Not sure if a mutual fund is what you need?

We’ll be happy to help review your goals and see if a mutual fund is the right solution to reach them.

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Ready to do it yourself?

Qtrade bring investors the education and tools they need to feel confident in the world of self-directed online trading.

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Build your wealth for the long term

Maximize tax benefits and more by adding mutual funds to your registered plans and accounts.

Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Account (TFSA)
Registered Education Savings Plan (RESP)
Registered Retirement Income Fund (RRIF)

Level up your financial know-how

Start saving today!

No matter your goals, short-term, long-term, or retirement, the key to a brighter future is starting to save today.

Keep your finances safe from fraud.

With fraud on the rise, it is more important than ever to keep your finances safe. Check out our tips and resources to help your money stay safe.

RRSP vs TFSA : Which savings option is best for you?

Breaking down the differences of RRSPs and TFSAs to help you figure out which investment type will work for your goals.

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