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Dermid O'Farrell
Investment Representative
Matthew Felker
Investment Representative
Keeley Patterson
Investment Representative
Daren Givoque
Investment Representative
Cynthia Batchelor
Investment Representative
Bonnie Wilson
Investment Representative
Hugh O’Neill
Investment Representative
Amanda Ladd
Investment Representative
Geoff Carter
Investment Representative
Peggy Mathieson
Investment Representative

Mutual Funds

Mutual funds can be the foundation of a diversified investment portfolio. By allowing individual investors to pool their savings in a portfolio of investments managed by professional investment managers, they allow you to diversify your portfolio among many different companies and industries within Canada and around the world.

As an investment representative, we have access to products offered by a leading mutual fund dealer and we can help you build a portfolio tailored to your specific financial security needs and goals.

The advantages of mutual funds include:

  • Liquidity
  • Diversification
  • Potential for increased returns
  • Expertise of professional investment managers

Depending on your needs and goals, adding mutual funds to your portfolio can help you:

  • Save for retirement or a child's education
  • Build a home or a business
  • Plan for an event or a legacy

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

Mortgage referrals and insurance products, including segregated fund policies are offered through O’Farrell Financial Services Inc. and Dermid O’Farrell, Matthew Felker, Keeley Patterson, Geoff Carter, Daren Givoque, Cynthia Batchelor, Bonnie Wilson, Amanda Ladd, Hugh O’Neill and Peggy Mathieson offers mutual funds through Quadrus Investment Services Ltd.