Personal Services - Mutual Funds

Talk to us today about a specific plan for your Mutual Fund portfolio.

Mutual funds - offered through Qtrade Asset Management - continue to be a popular solution for investors, providing the opportunity to gain investment exposure across various countries, markets, sectors and securities with ease and simplicity.

Your life doesn’t stand still, why should your investments?

Mutual Funds:

• Allow individuals to spread investment risk by pooling funds with other individuals;
• Offer the potential for a higher rate of return than other investments (e.g. term deposits/savings bonds); and
• Provide an opportunity to invest in both domestic and foreign stock/bond markets.

Choosing the Right Mutual Fund. With thousands of fund options available, investors are often uncertain how to choose the mutual funds that will serve them best. Determining the right fund or group of funds to invest in to match your individual needs is likely the most important decision you will make for your portfolio. Finding the right asset mix for your specific investment needs is a critical decision.

The QFM Solution. Managed investment solutions such as the QFM Portfolio Program or the QFM Asset Management Program can help you make this decision. By utilizing an Investment Questionnaire designed to help identify your long-term investment goals, your investment specialist can provide you with a portfolio of mutual funds specifically tailored to your investment needs and risk tolerance.

Please note that there may be volatility risk associated with investing in a mutual fund due to the extent to which the value of the mutual fund fluctuates. For example, investments with the greatest risks tend to have the greatest potential for return. Since each investor has a different tolerance for risk, please consult your investment specialist and read the prospectus before investing.

What if your needs change over time? The QFM Portfolio Program and the QFM Asset Management Program can change with you. Annual meetings with your Investment Specialist can help ensure your portfolio continues to match your long-term investment goals. Should changes be necessary, your portfolio can change to ensure that your needs are met both now and in the future.

Qtrade Fund Management (QFM) Investment Solutions:

• Invest in various sectors such as government, financial services, natural resources, telecommunications, industrials and real estate across Canada and the World.
• Each fund is RRSP, RRIF and RESP eligible.
• Funds are structured to deliver the performance, flexibility, and growth potential needed to limit risks and maximize returns.
• Investors can begin with as little as $500.
• Subsequent contributions start from $50.

Mutual funds are offered through Qtrade Asset Management 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, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.