Mutual Funds
We partner with the best, to offer you the best.
We work in partnership with Aviso Wealth, to offer you a great selection of mutual fund investment opportunities. We have access to funds provided through NEI Investments, the first socially responsible mutual funds company in Canada and founded by the Canadian credit union system.
What is a mutual fund?
Mutual funds work by group-buying an investment with monthly contributions helping the investor's assets grow. In other words, you pool your money with other investors for the fund to "mutually" buy stocks, bonds, and other investments. This is a great option for investors who want exposure to a wide variety of assets. The funds can potentially be be less volatile and are also run by professional fund managers who decide which securities to buy (stocks, bonds, etc.) and when to sell them.
Discover NEI’s range of mutual funds
NEI Impact Balanced Portfolio F
A multi-asset solution for those looking to build a portfolio that provides a balance between generating income and long-term capital growth.
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NEI Impact Growth Portfolio F
A multi-asset solution for those looking to build a portfolio that provides long-term capital appreciation and generates some income.
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NEI Canadian Impact Bond Fund F
A fixed income solution for those looking for a core investment grade Canadian bond fund with measurable ESG impact.
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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.
Here’s why you can trust Aviso
28 years
of wealth management experience
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300 partners
from coast to coast
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110 billion
dollars in assets under administration and management
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Aviso Wealth Inc. ('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. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), and Northwest & Ethical Investments L.P.
Disclaimer
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are both wholly owned subsidiaries of Aviso Wealth Inc.
Get started
Ready to invest a mutual fund? Get in touch with an Aviso Wealth representative at GVC Credit Union and we’ll walk you through the process.
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