MUTUAL FUNDS

DIVERSIFY YOUR PORTFOLIO

Mutual funds hold a wide range of investments, ensuring you have a strong, well-balanced portfolio.

PROFESSIONALLY MANAGED

No need to monitor the markets, because your Credential® Investment Advisor at Northern does it for you.

CUSTOM BUILT FOR YOU

Your needs, goals and risk tolerance are unique. We’ll help you put together a portfolio to match.

POWER YOUR PORTFOLIO WITH TOP PERFORMING MUTUAL FUNDS

We’re proud to offer access to NEI Investments, Canada's leading provider of Responsible Investment (RI) solutions – in addition to thousands of quality mutual funds from other top performers, including:

  • AGF Investments
  • CI Investments
  • Fidelity Investments
  • Franklin Templeton Investments
  • Mackenzie Investments
  • Desjardins Mutual Funds

INTERESTED IN PROFESSIONALLY MANAGED MUTUAL FUNDS?

Our experts will be happy to answer any questions and help you get set up.

WEALTH MANAGEMENT

Financial planning shouldn’t be cookie-cutter. We help you create a tailored plan that matches your goals.

RETIREMENT CALCULATOR

Try our retirement calculator to work out what your payment plan could look like.

OUR LATEST & GREATEST RATE

Designed to meet your everyday needs.

MAPPING OUT YOUR INVESTMENT MIX

Get some advice from our Northern Financial Survival Guide as he maps out strategies to grow your investments as you grow.

FLEXIBLE TO FIT YOU

Not sure if you’ll need the funds? We have options that allow you to redeem before your GIC term ends.

GROW IT YOUR WAY

Your RRSP can hold a range of investments, from mutual funds to GICs, creating a custom portfolio to match your goals.

DIVERSIFYING YOUR INVESTMENTS

That’s right, our Northern Financial Survival Guide is about to show you why it takes a team to win the investment game.

DISCLAIMER

Mutual funds are offered through Credential Asset Management Inc.  Mutual funds and other securities are also offered through Credential Securities, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Credential Securities is a registered mark owned by Aviso Wealth Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured or guaranteed, their values change frequently and past performance may not be repeated.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. Credential Asset Management Inc., Credential Securities and Northwest & Ethical Investments L.P are subsidiaries of Aviso Wealth Inc.