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Invest in Mutual Funds

Invest in a diversified lineup of Responsible Investing Mutual Funds that make a positive difference in the world, through NEI Investments.

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Book a meeting with a Financial Advisor with Aviso Wealth
Book a meeting with a Financial Advisor with Aviso Wealth
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“The portfolio manager of a mutual fund provides ongoing monitoring and rebalancing of the investments, allowing investors to spend more time with family or on hobbies important to them.”

Darell Claeys
VP, Wealth & Advisory Services
Cambrian Credit Union
Investment Advisor
Aviso Wealth

What is a mutual fund?

A mutual fund is a professionally managed pool of stocks, bonds and/or other securities, aimed at a specific theme or investment objective. Instead of investing on their own, investors choose to pool their money together for a professional portfolio manager to make investment decisions on their behalf.

Mutual funds are a convenient way to invest in the market, without needing extensive investment knowledge and to reduce your risk through diversification as the the mix of funds can range from a variety of industries and regions.

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Learn about mutual funds
Learn about mutual funds
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Support investing that makes a difference and a profit.

In partnership with Aviso Wealth, Cambrian is able to provide access to the NEI Advantage through Responsible Investing.

NEI is a pioneer in Responsible Investing that makes a difference and a profit. What does NEI offer?

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A proactive, disciplined investment process
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Experienced investment portfolio managers
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35 years of experience in Responsible Investing
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Many of the Financial Advisors with Aviso Wealth at Cambrian hold the Responsible Investing designation.

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NEI Investments

At Cambrian, our goal is to make a positive difference — for our investors, partners and society.

NEI Investments is Canada's leading provider of Responsible Investment (RI) solutions.

Responsible Investing, is the type of investing that incorporates environmental, social and governance factors (ESG) into investment decisions.

All NEI Select Portfolios include certain components of NEI's Responsible Investing Program. NEI Select RS Portfolios include the predominant approach of "Responsible Screens" (RS) automatically excluding investments in certain categories.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.

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Learn more about NEI’s Responsible Investing
Learn more about NEI’s Responsible Investing
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Save on taxes.

Choose to add mutual funds in your Registered Savings Plans.


Registered Savings Plans

are registered with the Canadian Federal Government and enable you to save on taxes or take advantage of other financial incentives such as government grants.

These include:

RRSP

Registered Retirement Savings Plan

RESP

Registered Education Savings Plan

Retirement Income Options
TFSA

Tax Free Savings Account

Invest in Mutual Funds the way that works for you.

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With a Financial Advisor with Aviso Wealth
With a Financial Advisor with Aviso Wealth
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With our Wealth Solutions Team with Aviso Wealth
With our Wealth Solutions Team with Aviso Wealth
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Invest Online
Invest Online
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Frequently
Asked Questions

How do I know if a GIC or Market Based Investment (i.e.: mutual fund; stock; ETF; bond) is most suitable for me?

The investment that is right for you depends on factors like your time horizon, risk tolerance and financial objectives.

We offer you a full suite of investment options and personalized advice to help you decide what is best for you.

We recommend booking a meeting with a Financial Advisor to review your investment options in detail.

How do I choose which investments are right for me?

There are a few ways to choose which investments are right for you if you are unsure:

1) Book a meeting with a Financial Advisor who will get to know you, your financial goals and timelines, your investment preference and risk tolerance to build an appropriate investment plan for you.

2) Invest online with Qtrade Guided Portfolios™. Just answer a few simple questions to build a professionally managed portfolio that reflects your financial goals, timeline and risk tolerance.

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Qtrade Guided Portfolios is a division of Aviso Financial Inc.

What is the best way to invest?

Cambrian offers you three ways to invest: with a Financial Advisor, with our Wealth Solutions Team or online.

You choose which way is best for you.

Do I have to be a Cambrian member to invest with a Financial Advisor or the Wealth Solutions Team?

No, you do not need to be a Cambrian member to invest with a Financial Advisor or the Wealth Solutions Advisors.

Book a meeting with a Financial Advisor

Ready to invest?

Open an account online or book a meeting with an Aviso Wealth Financial Advisor at Cambrian - you can meet via

  • VIDEO
  • PHONE
  • IN PERSON
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Book a meeting
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Open a Qtrade Guided Portfolios® Account
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Open a Qtrade Direct Investing® account
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More ways to get in touch
More ways to get in touch
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Online 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. 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 funds, other securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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