Mutual Funds

The purpose of Mutual Funds has always been to offer investors a way to diversify their portfolio within a certain target market or industry, and thus mitigate some of the risk associated with picking individual securities.

 

However, in today’s financial marketplace, there are over 15000 funds trading in North America alone, with almost twice that number worldwide and that can be a daunting number to pick from.

 

Our mandate is to help sift through this mass of data and identify the leading industry funds around the world.

 

That allows us to match the right type of fund for each client’s current and future needs. Whether it be on income generating fund in North America, or a growth fund in emerging markets, our capacity to diversify our offering allows us to meet each individual investor’s needs.

In addition, we offer investors opportunities to use leverage for investment purposes through B2B Bank and Manulife Bank.

While investments loans have the ability to magnify gains, they also have the potential to magnify losses. Investors need to understand both the benefits and risks associated before entering into any strategies, see leverage risk disclosure at the bottom of the page.