Discover how, through our investment representatives, mutual funds can help you save money for a big event, grow wealth for the future, and donate to the people and causes you care about — all with professional advice unique to your situation.
Save money
Competing financial priorities can make it difficult to save for your retirement, a child’s post-secondary education or a wedding, let alone a rainy day.
Your Quadrus investment representative can help:
- Plan for life events, along with your changing needs
- Provide options that will help you build your savings faster
- Ensure your mix of investments matches your investment profile and comfort with changes in the markets
- Offer clear, transparent reporting that helps you stay on track
Grow wealth
Your Quadrus investment representative can:
- Provide advice based on your unique situation and how you can meet your goals more quickly
- Explore investment options that provide tax benefits
- Keep investments aligned with your risk tolerance and goals
Donate to charity
Pass your wealth on to family or charity with something that gives back and goes beyond writing a cheque.
Your Quadrus investment representative can:
- Help make charitable giving part of your financial plan
- Offer the experience of charitable giving through a less-costly, donor-advised fund
- Provide a way to include family members in philanthropic activities