Get the Most With Our Mutual Funds & Mutual Fund ETFs Investing in Canada

Investing in Mutual Funds & Mutual Fund ETFs is a brilliant way to spread your investments in Canada. No matter if you are new or want to improve your portfolio - we will help you create an excellent mix.

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What is a Mutual Fund & Mutual Fund ETF Investing?

Mutual funds & Mutual Fund ETFs are types of investments that pool money from distinct investors. This lets them create diverse portfolios with stocks, bonds and other securities. Mutual funds are usually managed by expert fund managers in Canada.
Mutual Fund ETFs, on the flip side,  are made to follow specific market indices. They are typically made to follow certain market indices and trade like individual stocks on exchanges. Both options provide an easy way to access various asset classes.

How do Mutual Funds & & Mutual Fund ETFs work in Canada?

Mutual funds & Mutual Fund ETFs gather money from Canada-based investors. They use these funds to invest in various securities. The key difference here lies in their structure and how they are traded. As an example, mutual funds are usually bought and sold at the end of the trading day. Their price, called the net asset value (NAV), is set after the market closes.

Mutual Fund & Mutual Fund ETF Investing solutions we provide

AM Investments and Insurance Solutions Inc. helps you with investment strategies that fit your needs. Our team treats its clients individually in Canada and advises them on how to pick the best combination of Mutual Funds & Mutual Fund ETFs.

Equity funds

Equity funds mainly invest in stocks and similar securities. These funds can invest in different sectors, regions or company sizes providing investors with various options. Equity funds might be a great option for growth. It all depends on your risk tolerance and financial goals.

Fixed-income funds

Fixed-income funds invest in bonds and other debt securities. They aim to provide regular income for investors and keep capital safe. These types of funds can be invested in government, corporate or municipal bonds. Above all, these funds are usually a good choice for conservative investors in Canada. True, fixed-income investments may not offer returns as high as equity funds but they can provide a constant income for investors, focused on generating cash flow.

Balanced funds

Balanced funds combine a mix of equities and fixed-income securities. Balanced funds aim to offer growth and stable income by diversifying investments in various asset classes. These funds are usually less volatile than equity funds – but they can still grow in value. After all, balanced funds are good for investors who want a mix in their portfolio. They avoid the risks of being fully in stocks and the lower returns from only fixed income.

Why Choose Mutual Fund & Mutual Fund ETF Investing With Us

We, at AM Investments and Insurance Solutions Inc., provide flexibility, diversity and expert management. And that is what matters when picking the right investment strategy in Canada.

Diversified investment options

By representing the leading Canadian Mutual Funds companies as well as banks we offer a wide variety of mutual fund & Mutual Fund ETF options to suit your financial objectives. Our diversified portfolios let you spread your investments across different sectors, industries and regions. So no matter if you want equity, fixed-income or balanced strategies - we will professionally help diversify your portfolio.

Experience and expertise

Our team of skilled portfolio managers keeps a close eye on your investments. With professional management, you can trust that your investments are well looked after. Whether you are investing in mutual funds or Mutual Fund ETFs - we are here to help you with your financial needs.

Cost-effective solutions

We provide affordable investment solutions. This way, your money works as efficiently as possible. After all, Mutual Fund ETFs usually have lower management fees than actively managed mutual funds. With competitive fees and transparent pricing in the Canadian market, our services provide value without unnecessary costs.

Transparency and accessibility

We offer clear and open reporting on your investments. That said, you always have the latest information about how your portfolio is doing. Our simple platform helps you track your investments and see how near you are to your financial goals.

Personalized investment strategies

Every investor is unique - so should your investment strategy be. We work closely with you and provide recommendations to fit your needs.

How to get the most of your Mutual Fund & Mutual Fund ETF Investing

The process of getting the right fund in Canada is simple – just follow these easy steps below:

Step 1. Consultation

Our Financial Advisors assess your financial needs and find the right solutions. We discuss your concerns and suggest the best option for you.

Step 2. Application

We fill out the paperwork and submit your application to start the approval process. Our team ensures a smooth application experience, guiding you through every single step.

Step 3. Approval & Mutual Funds Account

When your Mutual Funds account gets approved, you receive your account documents and complete details as well as secure online access.

Useful FAQs About Mutual Funds & Mutual Fund ETF Investing

What is the difference between a Mutual Fund and a Mutual Fund ETF?
First of all, mutual funds are ways to invest – they gather money from many investors and buy a mix of securities. Professionals manage these funds via buying and selling for their net asset value (NAV). Overall, Mutual Fund ETFs trade on the stock exchange like individual stocks. This gives them more flexibility and liquidity.
Mutual funds are usually actively managed. This means fund managers decide which assets to buy or sell to beat the market. Mutual Fund ETFs, on the other hand, are typically passively managed and their aim is to replicate the performance of a specific index.
The costs of investing in Mutual Fund and Mutual Fund ETFs are different, depending on what you really need. Mutual funds usually charge higher management fees, especially the actively managed ones. In contrary, ETFs generally have lower fees and can cost brokerage fees, for each trade.
Yes, both Mutual Fund & Mutual Fund ETFs are suitable for beginners. Mutual funds provide professional management that makes them perfect for new investors. Conversely, ETFs offer flexibility and diversification. And this makes them a great choice for investors that want to build their portfolios, at low costs.
Both Mutual Funds & Mutual Fund ETFs can earn income from interest, dividends, and capital gains. These may all be taxed but how – depends on the types of investments they hold and the income generated. Our team is here to help you understand the taxation secrets and help you avoid wasting budget.
Contact us today to discuss your needs and explore available portfolios to open registered and non-registered investment accounts. Our team will answer your questions and take you through the whole process.