​Make the most of Mutual Funds, Stocks and 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.​

*Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.  

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.

Good for you if:

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

​Bonds

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

​Good for you if:

  • You want less risk

  • You prefer stability
  • Have a conservative investing profile
DIY ONLINE INVESTING

Qtrade Investor*

You’ve got goals. For your future. For your family’s future. Pursue them with the confidence that comes from expanded investor knowledge and expert insights. And from tools that help guide your investment decisions. We’ve partnered with Qtrade Direct Investing™ so you can start working toward those financial goals. Buy and sell stocks, bonds, ETFs, and mutual funds – with low trading fees.

​LEARN MORE

digital advice

VirtualWealth*

Looking for a smart, easy way to build wealth online?  Getting started is easy. Tell VirtualWealth a little about yourself and you’ll receive a recommendation for an expertly designed portfolio that fits your needs. Then fund your account online and VirtualWealth will do the rest for you.

                                             

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​SPEAK TO A WEALTH SPECIALIST

Talk to a member of our TEAM

At Crossroads we offer more than just flexible customized solutions - we give you access to knowledgeable, local experts who care about you and your situation. They can help get you started on the right path.



MEET OUR TEAM

*Online brokerage services are offered through Qtrade Direct Investing, a division of Credential Qtrade Securities Inc. Qtrade, Qtrade Direct Investing, and Write your own future are trade names and/or trademarks of Aviso Wealth Inc.

*VirtualWealth is a trade name of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.  

Not sure which direction is right for you?

Don't worry, our financial experts are here to help get you started in the right direction towards your financial goals.