Professionally managed investments

Mutual funds are professionally managed investments that pool your money with other investors. Through Aviso Wealth, you have access to thousands of individual funds managed by leading fund companies.

Mutual funds are the products of choice for many investors as they build their portfolios. They offer a wide variety of asset allocations designed to suit different investment objectives. Most will accept regular monthly deposits of all sizes – ideal for dollar-cost averaging your purchases. Mutual funds help diversify risk and frequently generate higher returns than most deposit accounts or other savings vehicles. For sophisticated investors, in partnership with their financial advisor, mutual funds can provide opportunities to help balance and diversify portfolios.

Benefits of investing in mutual funds

  • Professional Management. Experienced professional fund managers have access to extensive market research information and a solid understanding of the intricacies of the financial markets, to help them make informed investment decisions.
  • Diversification. When you purchase mutual funds, you're investing in a wide array of companies and industries. You can also invest in different types of assets, such as equities, corporate and government bonds and cash reserves. This level of diversification is difficult to achieve as an individual investor, without considerable effort and money. Such diversification also can reduce the risk of loss from problems with any one company, industry segment or geography.
  • Liquidity. When you invest in a mutual fund, you can redeem part or all of your investment at any time. You can usually sell your mutual fund shares quickly and easily on any business day, at that particular day's price. This allows you quick access to your money if you need it in case of an emergency.

Managing your wealth: customized portfolios

Larger portfolios will benefit from the professional guidance of a Aviso Wealth investment advisor at BlueShore Financial. Advisors closely monitor the top performing funds from companies such as Mackenzie, AGF, NEI, Fidelity, CI and Franklin Templeton,  then work with you to create the investment mix right for you. They can also provide more diverse and customized options to help build and preserve your wealth, including exchange-traded funds*, high-end fund wraps, individual equities and bonds*.

e-Statements option: go green!

Clients with mutual funds from Aviso Wealth can receive e-Statements in lieu of paper statements in the mail. The service is convenient, allowing account statement access anywhere, anytime, and reduces clients' risk of identity theft and mail fraud.

Get started with your investment portfolio. Contact us today.

Investment Advisor, Niall Dempsey

Niall Dempsey

Investment Advisor

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*Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. 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 and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.

Online brokerage services are offered through Qtrade Direct Investing, a division of Aviso Financial Inc.