Mutual funds are an effective way to reach your financial goals. And, at any time, a
Co Mutual Fund Investment Specialist can offer personalized advice around finding the right funds for your situation, your time horizon, and your risk capacity operators whether it’s more conservative or more aggressive.
What we offer
, you have access to mutual funds from various asset classes: fixed-income funds (lower risk), which focus on preserving capital and providing steady income over the long-term; balanced funds (medium risk), which generate capital growth and income for investors; and equity funds (higher risk), which invest in the stock market for capital growth and potentially higher reward. Our solutions include: Co Financial Investment Services Inc. operators
Co Sustainable Investment Portfolios operators
Co Sustainable Investment Portfolios, you can invest in a way that drives positive outcomes: achieving your financial goals, while actively addressing some of the biggest issues facing our communities and the planet. Integrating environmental, social and governance (ESG) factors, and a focus on impact investing, the five portfolios include funds managed by Addenda Capital operators a leader in sustainable investing, and our own asset manager and are available exclusively through a Co Mutual Fund Investment Specialist. Complete the Investment Profile Questionnaire to determine which portfolio is best for you. operators A selection of third-party mutual funds
We make it easy to access a range of quality funds
including sustainable investment options from some of Canada’s leading fund managers: Addenda Capital, AGF, CI Investments, Dynamic Funds, Fidelity Canada, Franklin Templeton, Invesco Canada, Mackenzie Investments, NEI Investments, and SEI.
What else you should know
Many mutual funds offer low
amounts as well as the ability to make regular, investment pre 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?
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