Mutual Funds

A group of stocks, bonds, and other investments managed by an investment company.

Rates

Mutual Funds provided through FundEX Investments Inc.

A mutual fund is a group of stocks, bonds and other investments that are owned by a large number of investors and managed by a professional investment company. The money you contribute to a mutual fund buys you shares, or units, of that fund. A common investment objective (eg. long-term growth) and an agreement of the way it can be achieved (eg. by investing in large Canadian companies) are what draw investors to a particular fund.

In Canada, prior to the purchase of any mutual fund, investors must receive that fund's most recent Fund Facts document. This document provides information on the fund's investment objectives, top holdings, cost, performance, and suitability. Your trusted financial advisor can help you determine if a fund is a good fit with your financial goals.

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Ken Browness

Ken Browness

Financial Planner
613-782-1120
Stephan Smith

Stephan Smith

Financial Advisor
613-782-1122
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Mutual Funds provided through FundEX Investments Inc.
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