Invest With Mutual Funds

Benefits of investing in mutual funds.

When you invest with a mutual fund, you’re not just investing in one stock but instead in a collection of stocks. This helps to reduce the risk of loss from any one investment.

Whether you are investing for the first time or looking to expand your portfolio, we have solutions to help you reach your goals. Through our partnership with Aviso Wealth, we can provide you with access to the right mutual fund* solutions to help you reach your financial goals.

Plan

Create a personalized investment plan that is ideal for your budget and life goals.

Invest

Discover investment opportunities beyond term deposits that offer diversification and portfolio growth.

Grow

An investment specialist will ensure you’re on track to meet your financial goals and your investments are ideal for where you are in life.

Investment advice for you

Start a new goal and talk to Phi Hoang, CSCU Investment Specialist to see how a custom investment plan can make your future brighter.

Phi Hoang

CFP®, CIM®, RIS, BA

Mutual Fund* Investment Specialist – Aviso Wealth
Manager, Financial Planning – Community Savings Credit Union

Certified Financial Planner® Professional

T: 604-230-8657
PHoang@comsavings.com

Diversification matters.

Investment values fluctuate over time. Having all your money in one place can be risky, because when these changes occur, the value of your entire investment goes up and down. Diversifying your investments means putting your money in several different investments to reduce this risk.

Mutual funds are a great way to diversify. They’re automatically diversified because their portfolios include a variety of investments. As an investor, you can buy many different funds, diversifying your investments even further. Source: The Investment Fund Institute of Canada

Source: The Investment Fund Institute of Canada

Responsible investing.

Align your investments with your values. Investing responsibly means considering a company’s governance and environmental and social impacts when selecting and managing investments. Evidence suggests that considering all of these factors adds both financial and social value..

Your dollars make change. Responsible Investing is all about making money while making a difference. Through financial incentives like directed investments, you can make companies become better corporate citizens.

*Mutual funds and other securities are offered through Aviso Wealth, a division 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, cash balances, mutual funds and other securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions. Mutual funds and other securities are not guaranteed, their values change frequently and past performance may not be repeated.