Mutual Funds are a basket of products (stocks, bonds, cash holdings, etc.) that are professionally managed, allowing diversification, liquidity and flexibility. We have the ability to search the entire market and access a fund selection tailored to your needs as an individual investor.
Maureen Stone, Financial Advisor is legally authorized to offer professional services in Alberta and British Columbia.
Shane O'Bryan, Financial Advisor is legally authorized to offer professional services in Alberta and British Columbia.
Randy Olson, CLU, Financial Advisor is legally authorized to offer professional services in Alberta and British Columbia.
Contact us today explore your options for investing in Mutual Funds.
Mutual Funds are distributed through Desjardins Financial Security Investments Inc. (DFS Investments)
Note: 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. Mutual funds are not covered by the Canadian Deposit Insurance Corporation or any other public deposit insurance fund.
Tax Free Savings Account (TFSA)
Planning on saving some extra money for a purchase in the near future? Lean how a tax free savings account can help you grow your nest egg.
Registered Disability Savings Plans (RDSP)
Do you have someone under your care who can't function independently? Do you want to be able to plan for their future?