Mutual funds, stocks and bonds
Grow your money in more ways
Through our partnership with Aviso Wealth, you gain access to a wide range of investment options.
Mutual funds
Mutual funds combine your money with other investors to buy a mix of stocks, bonds, and assets, giving you diversification and reduced risk.
How we can help
There’s a lot to consider, but our Aviso Wealth advisors will explore your goals, show how mutual funds fit your journey, and curate a mix of investments to suit your strategy.
What’s available to you
- From Money Market to Income, Balanced to Growth, Global to Sector, Index to Exchange Traded Funds — there’s a fund for every kind of investor.
- Through FirstOntario Investments, in partnership with Aviso Wealth, you can access leading and trusted fund companies such as NEI, Mackenzie, CI, Fidelity Investments®, AGF®, and Templeton®.
Stocks and bonds
FirstOntario Investments, in partnership with Aviso Wealth, provides you with access to one of the widest ranges of investment options.
What’s available to you
- Managed money solutions
- Publicly traded stocks on all Canadian and U.S. exchanges
- Exchange Traded Funds (ETFs)
- Preferred shares
- Separately managed accounts (SMAs)
Meet your investment advisor
I bring over 15 years’ experience in helping families and individuals reach their financial goals and aspirations. No matter your career or life stage, it is my goal to help you develop a sound plan tailored to your specific needs.
When thinking about your current financial situation, do you ask yourself the following questions?
Will I have enough to retire on? Have I saved enough for a down payment on a home? How can I best save for my children’s education? If I have debt, how best should I manage it?
It is never too early or too late to start planning for your financial success.
Reach out and let’s start the conversation.
Patricia Passmore
Investment Specialist
FirstOntario Investments
Aviso Wealth
1-866-800-2787 ext. 1723
Looking to grow your savings? Connect with an Investment Advisor today.
Or give us a call at 1-866-800-2787 ext. 1723.
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.
Unless otherwise stated, mutual funds, other securities, and cash balances are not covered by the Canada Deposit Insurance Corporation or any other government deposit insurer that insures deposits in credit unions.
