​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*

Our partner Qtrade® Investor is the online brokerage you can depend on through market ups and downs.  Their commitment to providing a strong and reliable platform, coupled with an exceptional client experience and leading-edge investment tools, has earned them an award-winning history that spans 15 years.

​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.                                                     

GET STARTED       

​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 knowledgable, local experts who care about you and your situation. They can help get you started on the right path.


MEET OUR TEAM

*Qtrade® is a registered trademark of Aviso Wealth Inc. Online brokerage services are offered through Qtrade Investor, a division of Credential Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

*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.