Mutual Funds

Mutual Funds are an investment vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments and other assets. These funds are professionally managed and offer investors potential for higher returns.

Through our partner Aviso Wealth, members have access to a broad range of mutual funds from familiar names including Fidelity, Mackenzie, AGF, Franklin Templeton, CI Investments, NEI Funds and much more.


Key Features

  • Mutual funds offer flexibility
  • Most mutual funds have a minimum deposit of $500
  • Automatic deposits available


Additional Fund Features

  • Mutual funds can be held in a Non Registered Plan, a Registered Retirement Savings Plan (RRSP), a Registered Retirement Income Fund (RRIF), a Registered Educations Savings Plan (RESP), a Registered Disability Savings Plan (RDSP) and a Tax Free Savings Account (TFSA).
  • Most helpful product for you if you have 5 to 10 years to build your investments.   
  • Mutual funds offer the potential for higher returns.
  • Mutual Funds are available with a Socially Responsible Investing approach (sustainable Environment, Social and Governance practices).


This product is not included in the guarantee of deposits provided by Credit Union Deposit Guarantee Corporation

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial 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 insured nor guaranteed, their values change frequently and past performance may not be repeated. Northwest & Ethical Investments L.P (“NEI” or “NEI Investments”) is a subsidiary of Aviso Wealth; and NEI Funds are related issuers of Aviso Wealth, Qtrade Direct Investing and Qtrade Guided Portfolios.

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