Mutual Funds

Make a positive impact on the planet and your portfolio with socially responsible mutual funds. Schedule a meeting with us to learn more or to start investing today!

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Are mutual funds right for me?


Mutual funds can be an effective way to diversify your investments and help you reach your long-term financial goals – whether that’s your retirement or saving for your child’s education. The mutual funds concept is simple: a group of investors pools money together and a fund manager invests this money in return for a management fee. Every mutual fund unit represents an investment in a variety of securities that could include stocks, bonds, cash, and other securities.

There are a number of benefits to choosing mutual funds:

  • Professional Management

    Owning a mutual fund gives you access to professional portfolio managers who monitor your investment and seek out new opportunities to enhance its value.

  • Accessibility

    You can invest in mutual funds with as little as $500. From there, set up monthly deposits and watch your investment grow.

  • Diversification

    Mutual funds are diversified by design, since they are made up of bundles of investments in a variety of companies, business sectors, and countries. When you diversify your portfolio, you minimize your exposure to market volatility.

  • Tax Efficiency

    There are a variety of options that provide tax efficient investing outside of registered plans, such as dividends, capital gains, and return of capital.

  • Liquidity

    While it makes sense to hold mutual funds for longer-term investing, it’s always possible to redeem your mutual fund at the current market value to access your cash. Speak to to a member of our Wealth and Investment Team for advice.

  • Convenience

    When you purchase mutual funds, you benefit from professional management and that comes with tax reporting and tracking of capital gains. Plus, the dividends you earn will be reinvested into your portfolio automatically.

How much risk is involved in mutual fund investing?

A mutual fund is made up of a variety of investments, which means every mutual fund carries a different level of risk. Decades of market experience tells us that the higher the risk level, the greater your potential for earning a good return. That said, it’s important to remember that your principal is not guaranteed when you invest in mutual funds, since your investment is subject to market returns.

How can I invest in mutual funds?


Kindred has access to a broad array of mutual funds through Aviso Wealth. We have Wealth and Investment Team members licensed through Aviso Wealth that are able to provide you with full-service mutual fund services. They’re happy to meet with you to discuss your personal financial situation and review your investing options, so that you can make an informed investing decision. Meet with a member of our Wealth and Investment team to get started.

Alternately, the do-it-yourself investor can purchase mutual funds through Qtrade Direct Investing®. An award-winning online investing platform, Qtrade Direct Investing is easy-to-use and offers independent research tools and low commissions. And when you need help, you can count on outstanding client support. You can get started with Qtrade Direct Investing here.

If you like the idea of managing your own investments, but with some professional guidance and lower costs, you can take advantage of digital advice through Qtrade Guided Portfolios®. You can get started with Qtrade Guided Portfolios here.


Ready to start investing?

Meet with a member of our Wealth and Investment Team for investing advice with values at the core. Schedule a meeting with us to get started!


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Aviso_Wealth_logo_RGB_E_colourOnline brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios, and Aviso Wealth are divisions of Aviso Financial Inc.