Mutual Fund Investments

A Mutual Fund is a professionally managed type of investment that pools money from many investors to buy stocks, bonds, short-term money market instruments, and / or other securities. The Fund Manager leads a team of analysts who conduct the research of each company or investment grade asset to ensure it is worthy of purchase. The size of these funds can vary from millions to billions of dollars.

Every Mutual Fund is governed by its mandate. This mandate will be reviewed with you, the investor, to ensure it matches your objectives. The mandate will provide:

  • The investment philosophy
  • Time horizon
  • Risk level
  • A description of a suitable investor for that particular fund

Overall Mutual Funds provide you with an affordable way to access industry leading managers. They are an important component to help you achieve your financial goals and should be considered as a valuable investment option.

Product Features and Benefits

 Features  Benefits
  • Professionally managed by an accredited portfolio Manager 
  • Potentially significantly better rates of return than interest bearing investments
  •  Offered through a wide variety of fund companies 
  • Many different options available that can be geared to practically anyone’s circumstances
  • Variety of investment objectives to meet different investors risk tolerances 
  • The ability to invest globally in essentially any market or sector
  • Funds are available for RRSP, RESP, RRIF, TFSA, and other Registered or Non-Registered accounts 
  • Affordable way to access professional money management with a small amount of capital
  • Varying investment styles 
  • Liquidity -  as an investor, you have the ability to enter and exit the market quickly


Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc.  Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc.


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