MUTUAL FUNDS

Mutual Funds – they pool the investments of many individuals together into one big fund. Professional investment managers invest the money following an investment policy established for that particular fund. These include bond funds, equity funds, and treasury bills. A mutual fund portfolio can be designed to suit the individual’s investment objectives.

For more information please contact us at 604.687.7773 or email solutions@customplanfinancial.com

Mutual funds products are offered through Investia Financial Services Inc. and Investment Planning Counsel.

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