Mutual Funds
These are market-based investments, managed by professionals, which are designed for long term investing due to their fluctuating values. Mutual Funds usually focus on specific types of investments (e.g. bonds, stock of a company or stocks from a country). The 2 key benefits of Mutual Funds are:
- Professional Management
- Diversification
Disclosures:
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
Mortgage referrals and insurance products, including segregated fund policies are offered through The Corporate Solutions Team Inc., and Investment Representatives John R. Di Cesare, Jordan Waldman and Bryan Scott offer mutual funds through Quadrus Investment Services Ltd.
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Services
Mutual Funds
These are market-based investments, managed by professionals, which are designed for long term investing due to their fluctuating values.
Segregated Funds
Like mutual funds, these are market-based investments. Money is pooled and invested in stocks, bonds or other securities with the goal of increasing the value of the entire pool.
Tax-advantaged Savings Plans
Government designed programs to boost your savings with tax breaks and incentives.
Retirement Planning
The #1 financial goal of most Canadians. One important element of retirement planning is understanding Canada Pension Plan (CPP) and Old Age Security (OAS).
Estate Planning
The purpose of estate planning is to ensure your finances are arranged in a way that allow your assets to be passed to your heirs as quickly as possible.
