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.

A smiling 30-something dad reads to his young daughter.

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
A 30-something woman relaxes and looks out the window.

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

An older smiling woman carries her grandson on her back.

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

 

 

 

 

 

Let’s connect you with an investment representative.