Portfolios Utilizing Mutual Funds

Portfolios utilizing mutual funds* are a great investment solution for an investor as they combine the benefits of diversification, professional management, and affordability.

When you buy a mutual fund, you are pooling your money with other investors to purchase a variety of investments.  A professional portfolio manager makes the decisions about the mix of investments, which products to buy, and when to sell them.

Mutual Funds are a popular investment choice as they offer a wide variety of investment strategies and styles, often creating a diversified investment portfolio.

Like all investments, mutual funds have risk.  The value of most mutual funds will change as the value of their investments goes up and down. Depending on the fund, the value could change significantly and frequently.

KCCU members have access to a comprehensive line-up of mutual fund product offerings through our dealer, Aviso Wealth, including some of the most popular and best managed mutual funds in Canada.  We welcome the opportunity to meet with you to discuss your investment goals and help you build a strong portfolio which matches your financial needs, investment style, and goals.

Already in the markets?  Perhaps looking for a second opinion?  Book an appointment with our Aviso Wealth Mutual Funds Investment Specialists to review your portfolio and offer you our advice on how your can strengthen it.

Socially Responsible Investing

Investors today may seek portfolios that are not only diversified but also impactful, whether that means putting your money into companies that are making a positive impact on society or avoiding companies that are perceived to do harm.

The power of KCCU with Aviso Wealth means you have access to responsible investing solutions from NEI Investments.

Invest to create a positive impact for the future – yours and the world’s. Go beyond paying it forward, invest it forward and see all the benefits responsible investing can have above and beyond in helping your portfolio.

35+ years of experience and leadership.

NEI Investments is one of Canada’s most committed and forward-thinking team in regards to responsible investing solutions.



Learn more

Expert portfolio managers.

NEI Investments world-wide manager selection and monitoring delivers exceptional expertise to your multi-manager, multi-asset portfolio.

Impact investing

Managers at NEI Investments identify companies and issuers that are contributing to solving the world’s major challenges while creating value for shareholders and investors.

It means going beyond just the analysis of ESG factors.

Working with a Wealth Advisor

Whether you’ve been building your investment portfolio for years, or you’re just getting started, there’s more to a wealth plan than putting money away for retirement.   We’re here to help.

* Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial 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 fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Aviso Financial Inc. and Northwest & Ethical Investments L.P. are all wholly owned subsidiaries of Aviso Wealth Inc. 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.

A third party is an individual or entity, other than the account holder or those authorized to give instructions about the account, who directs what happens with the account. For example, if an account were opened in one individual’s name for deposits that are directed by someone else, the other person or entity would be a third party.

  • A secondary piece of identification from the primary list above
  • Canadian Birth Certificate
  • Credit Card bearing the name and signature of the individual which has issued by a well-known and reputable Canadian financial institution
  • A CNIB (Canadian Institute for the Blind) client card bearing the individual’s photo and signature
  • Provincial Outdoors Card
  • Canadian University or College Student Card with photo (for student identification only)
  • An employee identification card (with photo) issued by an employer that is well known in the community (i.e. KGH, DND, Queens University, Corrections Canada, etc.)
  • Foreign passport
  • Canadian Passport
  • Permanent resident card
  • Citizenship card (issued prior to 2012)
  • Secure Certificate of Indian Status issued by the Government of Canada
  • Driver’s licenses issued by province or territory
  • The DND (Department of National Defense) 404 driver’s license
  • Nexus Card issued by Canada Border Services Agency
  • Provincial Service Cards
  • Provincial or territorial identity cards (i.e. Ontario Photo Identification Card)
  • Foreign Passport (only if it is equivalent to a Canadian issued photo identification document)