Invest with Confidence
Mutual Funds are an excellent way to diversify your investment portfolio. What does that really mean? You could spend money buying one or two stocks and be faced with a great deal of risk if one stock price should drop or you could spend the same amount of money on a Mutual Fund that invests in a number of different stocks. If one of those stocks drops in price, it doesn't impact your entire investment. Putting eggs in more than one basket is a great thing!
Professionally managed mutual funds let you invest like an expert. FirstOntario Members have access to more than 1,000 of the country’s most popular mutual funds, including top names like AGF®, Fidelity Investments® and AIM TRIMARK®, through Credential® Asset Management Inc. and Credential® Securities Inc. We also offer Canada’s leading family of socially responsible Ethical Funds..
A Fund for Every Investment Goal
Regardless of your risk tolerance, from conservative to aggressive, our qualified Credential Investment professionals will help you understand how mutual funds can fit into your investment portfolio. We can suggest a range of options to match your investor profile and suit your investment strategy, whatever your goals.
► Money Market FundsEarn Interest income with stability and liquidity.
► Income FundsGet income as well as growth potential
► Balanced FundsBlend stocks, bonds and money market instruments for balanced growth.
► Growth FundsMaximize your upside with Canadian or U.S. equities.
► Global FundsGet exposure to leading international companies.
► Sector FundsBe specific about your industry or commodity concentration.
► Index Funds
Take out the guesswork by tracking the broader market at low cost.
► Exchange Traded Funds (ETFs)
An inexpensive way to invest. Contact our Investment Advisors for details.
*Mutual funds are offered through Credential Asset Management Inc. and mutual funds and other securities are offered through Credential Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated. Credential Securities Inc. is a Member of the Canadian Investor Protection Fund.
®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.
®Ethical Funds is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence.®All registered trademarks are used under licence.