Balance your portfolio, your way
Mutual funds are a popular choice for investors for many reasons, including the ability to diversify your investment portfolio and manage risk based on your investment objectives, time horizon and financial goals. They also frequently generate higher returns than other savings vehicles. We offer a wide variety of solutions, including responsible investment options.
Dedicated professionals
With qualified investment specialists and financial planners, we can help you balance both short and long-term goals as well as your risk level.
Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.
Ready to talk about your investment strategy?
Book an in-person or phone appointment with a local financial advisor today.
We are proud to be a certified B Corporation.
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Our branches are located on Bowen Island, Bowser, Courtenay, Cumberland, Hornby Island, Powell River, Texada Island, and Union Bay.
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