At Meridian, we help you map out a plan to get you where you want to go—with the right mix of investment solutions that best suit your distinct needs.
Diversity is a good place to start because each mutual fund is made up of a portfolio of different securities (for example, stocks and bonds). By diversifying your holdings, you’re not putting all of your money in one place – reducing overall risk.
For the average investor, creating a well-balanced portfolio of individual securities can be very expensive. Incorporating mutual funds into your portfolio opens up many opportunities since you can participate in a wide array of investments that you may not be able to as an individual.
Mutual funds provide full-time, high quality professional management services by pooling the resources of many hundreds of investors.
Liquidity is another plus, since you can purchase most mutual funds or cash them in with limited penalty (if any) on relatively short notice.
What exactly is SRI? It's a way to invest that offers investors the ability to contribute to the social and environmental efforts being undertaken by many successful companies. It's a good way for people who are interested in issues like biodiversity, workers' rights, and corporate ethics to have a say. But SRI is even more. In many cases, professional SRI money managers actively engage company management and encourage socially responsible policy change.
Qtrade Investor provides online brokerage solutions to the customers of over 180 financial institutions across Canada. Qtrade Investor is a member of the Canadian Investor Protection Fund ("CIPF"). CIPF coverage protects the holdings in customer accounts of its members up to $1,000,000 per qualifying account.
Market-leading service and support – Qtrade Investor has been rated the #1 online broker in Canada by The Globe and Mail for two consecutive years, and has maintained The Globe’s #1 ranking for outstanding Customer Service since 2002.
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