*Mutual Funds
Mutual funds have been a widely held investment product in the
financial services industry for many years, and can be broadly defined as pools of capital
that are managed by a professional money manager. This money is then invested in a number
of different products such as stocks, bonds, commodities and money market securities,
depending on the specific mutual fund's investment mandate. Such mandates can vary from
conservative to aggressive, to suit the needs of our clients.
AGF, CI Investments, Dynamic Funds, Fidelity, Franklin
Templeton Investments, Mackenzie Investments, Invesco Trimark and TD Asset Management are
only a few of the mutual fund companies that we deal with. For more information, please
contact us or visit our Links page for a
more complete list.
Also, the popularity of Managed Solutions style mutual funds
has grown significantly in the last few years. This product is a collection of mutual
funds or pools of capital invested with a specific company that is overseen by
professional managers who continuously monitor and rebalance the portfolio. We work with
many companies who offer this style of service, which is always customized to suit your
needs and risk tolerance.
* Offered exclusively through Assante Financial
Management Ltd.
Interested in learning more about what services we can offer
you?
We’d love to hear from you! Click here to
contact us.
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