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Make the most of Mutual Funds, Stocks & Bonds.

​Mutual Funds are a great way to diversify your portfolio. There are many mutual fund categories to choose from, including equity, fixed income and balanced funds.​

 

Angel Gupta, RIS, Financial Advisor

SYNERGY CREDIT UNION | AVISO WEALTH

"I’m dedicated to helping clients achieve their financial goals, by offering proactive and holistic advice and am excited to help the clients clarify their goals through financial goal plans. I ensure my client’s needs are my top priority by taking the time to listen to their aspirations and providing advice to meet their financial goals."

Credentials/Education highlights:

  • Responsible Investment Specialist (RIS)
  • Post Graduation in Finance (MBA)
  • Bachelor Business of Administration (BBA)

I can assist you with:

  • Investment planning
  • Financial goal planning
  • Retirement planning
  • Estate planning
  • Tax planning
  • Group RRSP

Email: angel.gupta@synergycu.ca
Ph: 1-306-500-2087

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

diy Invest online

​Q-trade Investor

You’ll love Qtrade's Investor’s easy-to-use online and mobile trading platforms, low commissions and independent research tools. And when you need help, count on outstanding client support.

Online brokerage services are offered through Qtrade Investor, a division of Aviso Financial Inc.
 
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​Stocks

Stocks allow you to benefit from the success of a company either through dividends or capital gains. They can be purchased through equity mutual funds or exchange traded funds via Aviso Wealth. 

​Good for you if:

  • You want higher returns
  • You have a longer time frame
  • You can take on a level of risk 
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​Bonds

If you’re looking for more conservative investing options, bonds are likely a good option. Typically, bonds are issued by federal, provincial or municipal governments.

​Good for you if:

  • You want less risk

  • You prefer stability
  • Have a conservative investing profile
 

About our online brokerage partner

​​Credential Securities is a national wealth management provider founded by the Canadian credit union system. For over 25 years, their team of 1,400+ advisors have built strong relationships with over 220 credit unions across Canada. Credential is part of the Aviso Wealth group of companies. Their Investment Advisors will help you find the perfect balance of investments to get you to your investing goals.

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Investing in mutual funds allows you to pool your money with others who have similar investment interests. When you purchase mutual funds you are buying units of a particular fund. The fund is made up of a variety of investments that can include shares of companies on various stock exchanges, bonds, and treasury bills. The varying degrees of risk and return associated with a mutual fund are derived from the investments that make up the fund.

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc. (“Aviso”). Aviso is the sole limited partner of the NEI LP. Aviso is a wholly-owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and the CUMIS Group Limited.  Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.  Please read the prospectus before investing.  Unless otherwise stated, mutual funds, other securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

For more information visit the website: www.neiinvestments.com

 
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​​Whether you're investing for retirement, a down payment or more, our expert investment team will tailor their advice to help.

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​​Our handy Savings Calculator will help you estimate how your investments will grow over time.

 
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