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Mutual Funds

Mutual Funds Investment Specialists
When should you start investment planning? How much should you be investing? What are your options? Which investments are tax deductible? What about investing in Mutual Funds?

These are just some of the more common questions that you may be asking yourself in regards to investing.

Niagara Credit Union has Mutual Funds Investment Specialists available at every branch to help you with RRSP, RRIF, or Mutual Funds planning.

These Specialists have been specially trained to be able to answer any of your questions or concerns, and offer excellent direction in planning your portfolio.

Drop by your local branch or make an appointment to see your Mutual Funds Investment Specialists. They can answer your questions and start you on your way to reaching your financial goal.


Use the links below to visit the Mutual Fund companies and look over the funds they offer. Check out the performance of the fund or funds that you are interested in and make some notes along the way. Bring any questions that you may have to ask to your appointment with your
Mutual Funds Investment Specialists.

Links to a few Mutual Fund Companies:
AGF Management Limited
AIC Group of Funds
AIM / Trimark
CI Group of Funds
Dynamic Funds of Canada
Ethical Funds
Fidelity Investments Canada Limited
Mackenzie Financial Group
Standard Life Mutual Funds
Talvest Fund Management
Templeton Management Ltd
Labour Sponsored Funds*:

Triax Growth Fund
VenGrowth Fund
Working Ventures Canadian Fund


* Labour Sponsored Investment Funds offer 30% tax credit available to residents of Onatario. Tax credits are available to eligable investors provided that the shares are held for at least eight years from the date of purchase.

An Introduction to Mutual Funds
Mutual Fund FAQ







* Mutual funds are offered through Credential Asset Management Inc., a wholly-owned subsidiary of Credit Union Central of Canada. Unless otherwise stated, mutual fund securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer which insures deposits in credit unions. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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