Mutual Funds

Mutual Funds

Quadrus Investment Services Ltd., offers you a range of planning tools and support to help meet your investment needs.

Investment Representatives
Teresa Rennick, Marie Prefontaine and Brandi Kozakowski

Mutual funds allow individuals to pool their savings in a portfolio of investments managed by professional money managers. Because of the large amount of money in the pool, mutual funds can diversify a portfolio more widely than an individual may be able to when investing on their own.

Features and Benefits

Mutual funds offer a number of features and benefits, including:

Liquidity – Mutual fund units may generally be redeemed at any time. The redemption value will depend on the unit value on the day of redemption and may be lower or higher than the purchase price.

Diversification – While an investment in a single company or industry exposes an investor to the ups and downs of that company or industry, mutual funds allow investors to diversify their portfolios among many different companies and industries within Canada and across the world. Through a selection of funds managed by different fund managers, investors may also benefit from diversity of investment style.

Returns – Mutual funds offer the potential for higher returns compared to guaranteed investment certificates (GICs) and deferred annuities. However, mutual funds also carry more risk.

Professional management – Unit holders benefit from the expertise of professional managers who have training and experience in the investment field. Fund managers continually research and monitor markets, trends and the companies in which they invest to maintain proper diversification, and to maximize returns consistent with the fund’s objectives.

Cost-effectiveness – Mutual funds are one of the most cost-effective ways to own a diversified, professionally managed portfolio. Mutual funds allow you to invest in several different companies at a fraction of the cost of buying individual units of each of the companies in similar proportions to the mutual fund.

Mutual Funds

  • RESPs, RRSPs and RRIFs
  • charitable giving program
  • tax-efficient monthly cash flow with D series mutual funds
  • tax-free savings accounts (TFSA)
  • Registered Disability Savings Plans (RDSP)

Through my mutual fund dealer, Quadrus Investment Services Ltd., we have access to thousands of mutual funds, including the Quadrus Group of Funds – an exclusive mutual fund family that offers clients a multi-managed, multi-style approach by some of the world's leading investment managers.

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. You can obtain a copy of this from your investment representative. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Insurance products, including segregated fund policies are offered through Financial Destinations Group Inc., and Teresa Rennick, Marie Prefontaine and Brandi Kozakowski, offer mutual funds through Quadrus Investment Services   Ltd.

Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. Used with permission.

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The information on this website is intended for residents of Alberta only.

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