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Mutual Funds

For a diverse investment plan

Mutual funds combine the benefits of diversification and professional asset management with affordability – making them an ideal solution for many investors.

Our seasoned Wealth Specialists have access to thousands of quality mutual funds from top performing fund families like:

  • NEI
  • AGF
  • Franklin Templeton Investments
  • CI Investments
  • Fidelity Investments
  • Mackenzie Investments

Together, they’ll work with you to understand your overall investment strategy and make recommendations on the right mix of mutual funds for your financial goals.

Keep track of your investments online with Aviso® online!

See your holdings, history, accounts, and more! Contact your Wealth Specialist to get setup or log in here >>

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Wealth Specialists

For a powerful and well-diversified plan, you’ve come to the right place. Our team's approach is comprehensive. Their advice is backed by in-depth research and expertise and most importantly, they care about you and your success.

Dawn

Wealth Specialist, DNCU
Mutual Fund Investment Specialist, Aviso Wealth

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Serving Carrot River,
Arborfield & areas


306-768-1408

Isabel

Wealth Specialist, DNCU
Mutual Fund Investment Specialist, Aviso Wealth
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Serving Nipawin & area
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306-862-0736

Karissa

Wealth Specialist, DNCU
Mutual Fund Investment Specialist, Aviso Wealth

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Serving Carrot River,
Nipawin & areas


306-768-1407

Sheri

Wealth Specialist, DNCU
Mutual Fund Investment Specialist, Aviso Wealth

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Serving Prince Albert & area


306-765-1323

More Investment options:

Invest Automatically with a Pre-authorized Contribution (PAC)

Setting up an automatic payment makes 'paying yourself first' incredibly easy! You can have a set amount paid into your mutual fund every pay day, or monthly, or on any schedule of your choice!
Contact your Advisor to set it up!

Why see a Wealth Specialist?

Enlisting the help of a Wealth Specialist is an effective way to ensure your financial goals, as well as your overall financial health, are on the right track.
Book an appointment
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.
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