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Invest in the future of your business with professionally managed funds

Mutual funds* offer businesses a smart and effective way to invest excess capital while maintaining liquidity and financial growth. With professional management and diversified options, mutual funds* help your business grow its financial resources.

What is a mutual fund*?

A mutual fund* is a pool of investments that can contain stocks, bonds, equities and other investments, managed on your behalf by a professional money manager.

Why invest in mutual funds* for your business?

Mutual funds* can help businesses and organizations grow their financial reserves while managing risk through diversification. Whether you’re looking to invest surplus cash, save for future business expansion or build financial security for your company.

  • Professionally managed – Portfolios are professionally managed.
  • Diversified portfolio – Spread risk with a mix of stocks, bonds and other assets.
  • Flexible investment options – Choose funds that align with your business goals.
  • Low minimum investment – Minimal investment is required to get started.
  • Socially responsible investing (SRI) - Investment options that let you invest in companies that share your values.  
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Types of mutual funds offered through our partner, Aviso Wealth

Growth Funds

Designed for long-term investors looking for capital appreciation.

Income Funds

Focused on generating consistent income through dividends and interest.

Balanced Funds

A mix of equities and fixed income to provide both growth and stability.

Socially Responsible Investment (SRI) Funds

Invest in companies that prioritize environmental, social, and governance (ESG) factors.

Why invest with ACU

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Local and values-based

As a member-owned, B Corp® organization, we prioritize the well-being of our members and the communities we serve.

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Investment flexibility

Choose between socially responsible and traditional investment options or build a portfolio that includes both.

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Expert advice

Our wealth advisors can help you design a plan that balances financial growth with your personal values.

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Let’s grow your investments together.

ACU Wealth Management wealth advisors are here to help you build a plan that fits your  goals and values. Whether you're just getting started or looking to diversify your portfolio, we’ll guide you every step of the way.

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*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.

Unless otherwise stated, mutual funds, other securities and cash balances are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer that insures deposits in credit unions.