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Business Mutual Funds
Options, Advice & At Your Service.

Your business is making money, and you're looking to invest it. Through PACE and Credential Asset Management., you'll have access to over 2,700 different funds from top mutual fund companies such as Templeton, Mackenzie, CI and more. Our Wealth Management Team can help you choose what is right for you and your investment objectives. Whether you invest in a balanced fund or a bond fund, an equity fund or an income fund, your PACE advisor will help you make informed choices every step of the way.

Contact your PACE Personal Account Manager to arrange your Business Mutual Funds today!

The PACE Mutual Funds includes:

  • PACE-setting selection! Through Credential Asset Management., you can access over 2,700 different funds from top mutual fund companies.
  • At Your PACE Advice! Our Wealth Management team will take the time to review your goals and help you understand your options.
  • Reputation! Funds are administered through a third party firm, Credential Asset Management.
  • Objectivity! PACE's Personal Account Managers and/or Certified Financial Planners are not on commission.
  • Easy to begin! As little as $500 to $1000 is required depending on the fund.
  • Simple to manage! Make regular contributions of as little as $50 a month through our electronic PAC plan.
  • Customize your Portfolio! Funds available for all risk types from conservative to aggressive.
NOTE: Mutual Funds are not insured and as such are not protected by the Deposit Insurance Corporation of Ontario (DICO).



 
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