Mutual Funds

We provide personal and customized advice to help you plan for and achieve your financial goals. We offer a complete range of financial products and services for a balanced portfolio that includes mutual funds.

"When I lost my job with Bell I was in despair. My husband was ill and I was struggling financially even when I found another job. With nowhere else to turn, I went to Comtech to cover expenses by selling my BCE shares. And that's when my luck finally changed! The Credit Union helped me arrange the sale of my shares and applied for a “hardship withdrawal” from my pension funds. They helped me apply, spoke with government officials and, in less than 24 hours, had the funds deposited in my account. I know I’m important to the people at Comtech and I can always hold my head up high with them, even if I don’t have a lot of money"

- Isabel

A mutual fund pools together money contributed by many investors, which is then invested on their behalf by professional money managers. Your Credit Union offers many advantages when it comes to investing in mutual funds*, including more options than many other major financial institutions and an expert portfolio review with our licensed Mutual Funds Representatives and Investment Advisors about how you can improve your overall performance. Consultation services with your Mutual Funds Representative or Investment Advisor are easy to arrange and always FREE of charge. We look forward to helping you in every way we can.

Features and Benefits:

  • Free expert advice from a licensed Investment Advisor
  • More options than many other financial institutions
  • Current portfolio review, assessment and recommendations

 

 

*Securities and securities related financial planning services are offered through Qtrade Advisor. Qtrade Investor and Qtrade Advisor are divisions of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund. Mutual funds are offered through Qtrade Asset Management Inc., Member MFDA.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed. Their values change frequently and past performance may not be repeated.

* Stocks, bonds, mutual funds and other securities are not guaranteed or insured by DICO.

 

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