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Mutual Funds

Take your investments 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.

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

Guide to saving & investing

Want to learn more about investing? Wish you could save more and spend less? This guide has you covered.

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Ethical investing: What is it?

What are ethical investments? We’re here to explain the basics and debunk some myths you may have heard.

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Get more genuine tips, tricks, and helpful resources on our Honest Money blog.

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