Investment Solutions

Helping you grow your wealth is our top priority.

Investment Fund Advisors at Wealthforce can help you by acting as your guide and coach. To help you to make the right investment decisions to reach your goals and encouraging you to stick to a plan of action.

Investment Account Types

Non Registered Savings

With no contribution limits, build your wealth in an open plan beyond the maximums you can invest in registered savings plans.

Tax Free Savings

A TFSA allows investments to grow tax-free, accumulate and withdraw from the fund without paying taxes.

Education Savings

An RESP is an investment vehicle that allows parents in Canada to save for their children's post-secondary education.

Retirement Savings

The main advantage of an RRSP account, as compared to a regular investment account, is the tax benefits it offers.

Disability Savings

A RDSP helps with the long term financial security of a person who is eligible for the disability tax credit (DTC).

Employee Savings

Employers can help employees save directly from their pay cheque to accounts such as an RRSP.

Working with an Investment Fund Advisor

An Investment Fund Advisor looks at the big picture, by assessing financial needs and challenges and can help you reach targets. Canadian research shows that "financial advice matters, and the results are robust". Working with an Investment Fund Advisor can help you increase value of assets up to 3.9 times more over a 15 year period than those that go it alone.

This advice is valuable throughout life, but even more so when you near major life events, such as buying a house, getting married, having a baby, retiring, or receiving an inheritance.

Get in Touch With an Investment Fund Advisor and Get Invested

If you are committed to increasing your wealth over the long term, our investment fund advisors are ready to help take you to the next level.

Frequently Asked Questions

What is a mutual fund dealer?

Mutual Fund Dealers are one of the distribution channels for mutual funds. Mutual Fund Dealing Representatives of these firms work with investors to make investment choices.

How much do you need to start investing in a mutual fund?

Mutual funds require either systematic purchases as low as $25 per PAD or a one time purchase amount, often $250 or more.

How do you redeem a mutual fund?

To redeem a mutual fund, an advisor would place a trade based on completed authorized instructions. The trade for many mutual fund accounts takes T+2 days. That is the trade date plus two business days before the trade settles. The funds are then sent by cheque or to a bank account via EFT.

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