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Mutual Funds

Diversify your investments like an expert

Our qualified FirstOntario Investment professionals will help you understand how mutual funds can fit into your investment portfolio. 

With FirstOntario Investments, you have access to most of the country’s popular mutual funds, including top names like AGF®, Fidelity Investments® and Mackenzie and Templeton® through Credential® Asset Management Inc. and Credential® Securities Inc. We also offer Canada’s leading family of socially responsible Ethical Funds.

INVEST WITH EXPERT ADVICE

Consider a mutual fund that invests in a number of different stocks. If one of those stocks drops in price, it doesn’t impact your entire investment. 

We can talk about your needs and goals and together we’ll decide on a range of options that suit your investment strategy. There’s lots to consider. 

Our expert advisors will help you identify which funds fit your goals and your risk tolerance.  There are many funds to think about  including Money Market, Income, Balanced, Growth, Global, Sector, Index and Exchange Traded Funds.

Legal

Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus 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. Credential Securities is a registered mark owned by Aviso Wealth Inc. Northwest Funds, Ethical Funds and NEI Investments are registered trademarks of Northwest & Ethical Investments L.P. Ethical Funds® are available only to Canadian residents. Credential Asset Management Inc., Credential Qtrade Securities Inc. and Northwest & Ethical Investments L.P. are wholly owned subsidiaries of Aviso Wealth Inc.

®Credential is a registered mark owned by Aviso Wealth Inc. and is used under licence.

®Ethical Funds is a registered mark owned by Northwest & Ethical Investments L.P. and is used under licence.

®All registered trademarks are used under licence.

​Connect with an Investment Advisor today

Stocks & Bonds

Trade with guidance and confidence through our partner Credential Securities

The widest range of investment options in the industry are available to you through FirstOntario Investment’s partnership with Credential Securities. Think about these options.

  • Managed money solutions
  • Publicly traded stocks on all Canadian and U.S. exchanges
  • Exchange Traded Funds (ETFs)
  • Income Trusts
  • Preferred Shares
  • Separately Managed Accounts (SMAs)

​Connect with a Credential Securities Investment Advisor today

Legal

​Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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Our Investment Advisors are happy to help

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