Grow and Diversify with Mutual Funds
Benefits of investing in mutual funds
When you invest with a mutual fund, you’re not just investing in one stock but instead in a collection of stocks. This helps to reduce the risk of loss from any one investment.
Whether you are investing for the first time or looking to expand your portfolio, we have solutions to help you reach your goals. Through our partnership with Aviso Wealth, we can provide you with access to the right mutual fund* solutions to help you reach your financial goals.
Plan
Create a personalized investment plan that is ideal for your budget and life goals.
Invest
Discover investment opportunities beyond term deposits that offer diversification and portfolio growth.”
Grow
An investment specialist will ensure you’re on track to meet your financial goals and your investments are ideal for where you are in life.
Investment advice for you
Start a new goal and talk to Phi Hoang, CSCU Investment Specialist to see how a custom investment plan can make your future brighter.
Phi Hoang
CFP®, CIM®, RIS, BA
Mutual Fund* Investment Specialist – Aviso Wealth
Manager, Financial Planning – Community Savings Credit Union
Certified Financial Planner® Professional
Diversification matters.
Investment values fluctuate over time. Having all your money in one place can be risky, because when these changes occur, the value of your entire investment goes up and down. Diversifying your investments means putting your money in several different investments to reduce this risk.
Mutual funds are a great way to diversify. They’re automatically diversified because their portfolios include a variety of investments. As an investor, you can buy many different funds, diversifying your investments even further.
Source: The Investment Fund Institute of Canada
Responsible investing.
Align your investments with your values. Investing responsibly means considering a company’s governance and environmental and social impacts when selecting and managing investments. Evidence suggests that considering all of these factors adds both financial and social value..
Your dollars make change. Responsible Investing is all about making money while making a difference. Through financial incentives like directed investments, you can make companies become better corporate citizens.
*Free premium chequing account with no monthly fee for one year (a period of 12 months from the date of activation). After a year, regular account fees will resume.
*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.