Mutual Funds

Delivering Professional Investment, Planning & Insurance Services to Greater Victoria for over 40 years.

About us

About Mutual Funds*

What are They?

To make things simple, a mutual fund is a group of investments (stocks, bonds, etc...) inside of a single fund. Mutual funds allow investors to put some of their money into a larger pool of funds that is managed by professionals.

Why Should I Use Them?

The suitability of any investment product should always be discussed with your advisor; however, one of the biggest advantages of mutual funds is diversification. Since mutual funds pool large sums of money together you benefit from diversification, reducing your risk.

How do I Pick Them?

That's where your team at the Wright Brothers comes in. Your advisor assesses your investment goals, risk tolerance, income needs and timeline to keep you on track.

A Healthy Variety

There's no one-size fits all solution to picking funds. Your advisor at The Wright Brothers has access to a wide array of fund companies to find the ones that are right for you.

Some Fund Companies We Use

  • Mackenzie Investments
  • Fidelity Investments
  • IA Clarington Investments Inc.
  • TD Asset Management Inc.
  • Dynamic Funds
  • AGF Investments Inc.
  • Invesco Canada Ltd.
  • Manulife Mutual Funds
  • Ninepoint Partners LP
  • And Many More

The list of Fund Companies The Wright Brothers uses is always expanding as advisors look for new and innovative ways to achieve our clients investment goals, while taking on as little risk as possible.

Curious About Your Financial Needs In Retirement?

Get a professional opinion. The Wright Brothers offer a complimentary financial needs analysis tool. To take advantage of this please download the tool and follow the provided instructions.

Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds, exempt market and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market products/exchange traded funds investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product investments and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.