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Mutual Funds

Take your investments to a new level by investing in a professionally managed collection of stocks, bonds, and securities.

 

Why invest in mutual funds?

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Professionally managed

Let the experts do the heavy lifting, monitoring the markets and managing your mutual funds for you.

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Fully diversified

Invest in a pool of varied investments that keep your portfolio well diversified to lower risk.

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Options for everyone

Whether you want growth, security, or something in between, we have a mutual fund for you.

 
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Applied Wealth Strategies

Because there are thousands of mutual funds available across Canada in order to assist our clients with creating quality portfolios, we research and select only those mutual funds that meet each client’s risk tolerance and objectives.

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Not sure if a mutual fund is what you need?

We’ll be happy to help review your goals and see if a mutual fund is the right solution to reach them.

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Level up your financial know-how

Guide to saving & investing

Want to learn more about investing? Wish you could save more and spend less? This guide has you covered.

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Ethical investing: What is it?

What are ethical investments? We’re here to explain the basics and debunk some myths you may have heard.

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Get more genuine tips, tricks, and helpful resources on our Honest Money blog.

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