Mutual Funds

Add "wealth" to wealth planning

Mutual funds are a great way to reach your financial goals, and we have the expertise to help you.

Why invest in mutual funds?

Grow your savings faster

Historically, mutual funds have earned a higher return on invested dollars than term deposits. Remember: past performance is not an indicator of future returns.

Choose your vehicle

Mutual funds are eligible investment options for registered investment accounts like TFSAs, RRSPs and RESPs, as well as non-registered accounts. 

Diversify your portfolio

Mutual funds come in all different shapes and sizes.  Whether you're looking for growth potential or income, our advisors can help choose the right fund for you.

Invest your way

Whether you want to invest in mutual funds on your own, or you would like help from our experts, we have the solution to help you get what you need. 

Take the stress out of wealth planning

Whether you want to retire next year or plan for your child's education, our financial planning experts can help you create a personalized plan that secures your future without you missing out on life right now.

Journey Wealth

Calculate your way to financial freedom

A TFSA is a fantastic vehicle to help you achieve your savings goals sooner. Calculate what you'll need to get there using our TFSA calculator.

Write your own future

Build, evaluate, and test your portfolio using analyst research and tools that feature Qtrade Direct Investing's most advanced risk analysis and portfolio-building technology. 

Mutual funds FAQ

​*Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). See journeywealth.ca for more information.

Have more questions?

Don't hesitate to give us a call! Our financial planning experts are here for you, ready to help get you started on your path to financial freedom.