Grow your savings with diversified solutions

Investment funds, sometimes called mutual funds, are a simple and effective way to grow your savings. They provide clients with access to a professionally managed collective investment portfolio, overseen by experts, to help achieve financial goals and prepare for retirement.

What is an investment fund?

An investment fund pools money from multiple investors to access a variety of portfolios such as:

  • Mutual funds (accessible and flexible collective investments)
  • Exchange-traded funds (ETFs) (low management fees)
  • Equity funds, designed for growth
  • Balanced funds, combining returns and stability
  • Specialized or segregated funds, to meet specific needs
  • Index funds, which follow market performance

These investment vehicles provide diversification that reduces risk and increases long-term return opportunities.

Funds tailored to your financial goals

Every investor has a unique profile. Our advisors help you choose the investment funds and asset types best suited to your risk tolerance and personal projects.

We support you in:

  • Selecting the right mutual funds or ETFs for your objectives
  • Diversifying your investments across equities, bonds, and specialized products
  • Integrating your investment funds into your registered plans (RRSP, TFSA, RESP)
  • Maximizing returns while reducing tax impacts
  • Supporting your long-term financial security with customized solutions

Why invest in investment funds?

Diversification

Spread your investments to limit risk.

Professional management

Benefit from the expertise of specialized teams.

Accessibility

Invest easily through mutual funds and other flexible options.

The advantages of investment funds

  • Access a wide variety of collective investment options
  • Benefit from diversification through different fund types (equity, balanced, index, specialized, segregated)
  • Integrate your investment funds into registered plans to optimize tax advantages
  • Unlock greater growth potential for your savings and retirement
  • Receive personalized guidance from a financial advisor
  • Access solutions designed to meet the specific needs of our clients