Mutual Funds, Stocks and Bonds
Invest with expert advice
Through our partnership with Aviso Wealth Inc., our Members have access to one of the widest ranges of investment options in the industry.
Diversify your investments like an expert
Our Credential Securities advisors or Credential Asset Management Inc. advisors at FirstOntario can help you understand how mutual funds can fit into your investment portfolio.
FirstOntario Members have access to most of the country’s popular mutual funds, including top names like AGF®, Fidelity Investments® and Mackenzie and Templeton® through Credential Asset Management Inc. and Credential Securities.
We also offer Canada’s leading family of ESG through NEI*.
Invest with expert advice
Consider a mutual fund that invests in a number of different stocks. If one of those stocks drops in price, it doesn’t impact your entire investment. We can talk about your needs and goals and together we’ll decide on a range of options that suit your investment strategy.
There’s lots to consider. Our advisors will spend time with you analyzing your needs and help develop a strategy to achieve your financial objectives.
There are many funds to think about including Money Market, Income, Balanced, Growth, Global, Sector, Index and Exchange Traded Funds.
Trade with guidance from our partner Credential Securities
The widest range of investment options in the industry are available to you through our partnership with Credential Securities. Think about these options.
- Managed money solutions
- Publicly traded stocks on all Canadian and U.S. exchanges
- Exchange Traded Funds (ETFs)
- Preferred Shares
- Separately Managed Accounts (SMAs)
Connect with a Credential Securities Investment Advisor today.
Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Connect with an Investment Advisor today
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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 fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.
Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
*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”) Credential Asset Management Inc. Credential Securities and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.