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If you’re wondering if mutual funds meet your financial requirements, consider the many benefits they have to offer you as an investor. Basically, a mutual fund is a collection of individual securities, such as stocks and bonds. Picture a company that brings a group of people together then invests the group’s money in stocks, bonds and other securities. When you invest in mutual funds, you own a part of the holdings of the fund.
After gaining an understanding of your risk tolerance, ranging from conservative to aggressive, our qualified Qtrade Advisors, Qtrade Asset Management and Credential Asset Management Inc. will help you determine 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.
Mutual funds provide full-time, high quality professional management services by pooling the resources of many hundreds of investors. The ability of the managers to select profitable investments and to sell those likely to decline in value is a key factor for the mutual fund to earn money for the investors. Investment opportunities are abundant and complex. Fund managers are expected to know what is available, the risks and gains possible, the cost of acquiring and selling the investments, and the laws and regulations in the industry.
Mutual funds are available to our members through our partnership with Qtrade Advisor, Qtrade Asset Management and Credential Asset Management Inc. Choose from an unlimited selection of top quality mutual funds with trusted names like Fidelity, Invesco, Franklin Templeton, and NEI Investments - a leading provider of Canada's largest and most diversified range of Responsible Investment (RI) solutions, mutual funds and investment portfolios.
Mutual funds are offered through Credential Asset Management Inc. and Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Credential Asset Management Inc., Credential Qtrade Securities Inc. and Northwest & Ethical Investments L.P. are wholly owned subsidiaries of Aviso Wealth Inc.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Tandia has specialized investment products and services that are customized and tailored for business clients. This includes accounts for community and non-profit organizations. Let us help you grow.
Tandia Investment Shares are an exclusive investment opportunity only available to our members. These shares offer members the potential to realize an excellent rate of return while helping build the Credit Union’s capital base for future growth.
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