Mutual Funds

Mutual funds can be an important part of your plan to build financial security.

  • Professional management: mutual funds are professionally managed by experts to provide you with a broad range of diversified investments within a single investment vehicle.
  • Reflect your objectives and risk tolerance: there are mutual funds available to suit every investor’s long or short term objectives.

Socially Responsible Investing (SRI)

If you prefer to invest in organizations that have a positive impact on their communities and the world, Alterna can help. We have supported SRI as an investment option for many years, and we continue to be experts in the field today.

At Alterna you can choose traditional investments or SRI funds provided by the award-winning Meritas SRI Funds. The choice is yours. We’ll gladly help you select investments that match your values and dreams—for yourself and the planet.

The Qtrade Asset Management Inc. Mutual Funds Representatives can provide you with access to professionally managed mutual funds and guaranteed investment solutions. Together with you, they will ensure that your financial decisions are aligned with your objectives—and that your money is working hard for you.

Contact us or connect with an investment professional at your Alterna branch today!

Mutual funds and other securities are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Member of the Canadian Investor Protection Fund. Mutual funds are offered through Qtrade Asset Management Inc., member MFDA.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Meritas® SRI Funds and OceanRock Mutual Funds are divisions of OceanRock Investments Inc. (“OceanRock”). OceanRock is the trustee, manager, portfolio adviser and promoter of the Meritas SRI Funds and the OceanRock Mutual Funds. “Meritas” is a registered trademark of Aviso Wealth Inc. used with permission.