Brad Kezema, CFP, CLU
Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. used with permission.
Mutual funds can be the foundation of a diversified investment portfolio. By allowing individual investors to pool their savings in a portfolio of investments managed by professional investment managers, they allow you to diversify your portfolio among many different companies and industries within Canada and around the world.
As an investment representative, we have access to products offered by a leading mutual fund dealer and we can help you build a portfolio tailored to your specific financial security needs and goals.
The advantages of mutual funds include:
- Potential for increased returns
- Expertise of professional investment managers
Depending on your needs and goals, adding mutual funds to your portfolio can help you:
- Save for retirement or a child's education
- Build a home or a business
- Plan for an event or a legacy
Contact us today to find out more about how mutual funds can play a key role in building your financial security plan.
Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
Mortgage referrals and insurance products, including segregated fund policies are offered through Moneta Financial Inc. and Brad Kezema offers mutual funds through Quadrus Investment Services Ltd.