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Build your wealth with mutual funds*.

We believe that investing should be accessible, flexible and aligned with your financial goals. Whether you're just starting or have experience in investing, mutual funds* offer a range of options to help your money grow.

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*?

Mutual funds* provide a simple and effective way to grow your wealth while managing risk through diversification. Whether you’re saving for retirement, a major purchase or long-term financial security, mutual funds offer flexible options to help you reach your goals.

  • 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 financial goals and risk tolerance.
  • Low minimum investment – Start investing with a small amount and grow your portfolio over time.
  • Socially responsible investing (SRI) - Invest in companies that align with your values and priorities. 
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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 life, 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.