Mutual funds are an effective way to reach your financial goals. Through Co Financial Investment Services Inc operators., we make it easy to
access a range of quality funds from some of Canada’s leading fund managers: AGF, CI Investments, Dynamic Funds,
Fidelity Canada, Franklin Templeton, Invesco Canada, Mackenzie Investments, NEI Investments, and SEI.
What we offer
A Co Mutual
Fund Investment Specialist can provide personalized advice to help you find the right mutual funds for your
situation. That means factoring in your investment objectives, your time horizon, and your risk capacity operators whether it leans toward the conservative or the aggressive end of the spectrum.
Choose from these types of mutual funds
Fixed Income funds
With a long
term focus on preserving capital and
providing a steady stream of income, fixed income funds invest in bonds and government and corporate debt securities. They are
generally a lower risk option than equity funds.
Balanced funds hold a mixture of fixed income and equities, typically with a split
of 60% equity and 40% fixed income. The primary objective is to generate capital growth and income for
These funds invest in shares of companies listed on the stock market. The goal is
term capital growth, making them a higher risk, higher reward asset.
What else you should know
Many mutual funds offer low minimum
amounts as well as the ability to make regular, investmentpre contributions. As
your financial circumstances and needs change, so can the selection of mutual funds you invest in. authorized
Not sure if mutual funds are right for you? Here’s a guide to help you get a better understanding of the
benefits, including diversification, professional management and more.
Ready to invest in mutual funds, but not sure who to partner with? HereCo. operators
s why it makes sense to
Questions about mutual funds?
Connect with a Co Mutual Fund Investment Specialist near you.
Mutual funds are offered through Co Financial Investment
Services Inc. to Canadian residents except those in Quebec and the territories. Commissions,
trailing commissions, management fees and expenses all may be associated with mutual fund
investments. Please read the Fund Facts before investing. Unless otherwise stated, mutual fund
securities and cash balances are not insured nor guaranteed, their values change frequently, and
past performance may not be repeated. operators
Co Financial Investment Services Inc. is an
introducing mutual fund dealer and member of the Mutual Fund Dealers Association of Canada. operators