My account

We provide you with a family of mutual funds1, made up of fourteen diversified funds allocated across four major mutual fund categories. To find out which type of fund best suits your investor profile, do not hesitate to contact one of our advisors.

Equity Funds

FDP PortfolioVolatility
Canadian Equity
Average
Canadian Dividend Equity
Average
Global Equity
Average
US Equity
Average
Emerging Market Equity
Average / High

Balanced Funds

FDP PortfolioVolatility
Balanced
Low
Balanced Growth
Low / Average
Balanced Income
Low

Fixed Income Funds

FDP PortfolioVolatility
Cash Management
Low
Canadian Bond
Low
Global Fixed Income
Low / Average

Socially Responsible Funds

MackenziePortfolio 2Volatility
Mackenzie Global Leadership Impact Fund
Average
Mackenzie Global Sustainability and Impact Balanced Fund
Low
Mackenzie Global Environmental Equity Fund
Average

 

Professionals’ Financial – Mutual Funds Inc. and Professionals’ Financial – Private Management Inc. are wholly owned by Professionals’ Financial Inc. Professionals’ Financial – Mutual Funds Inc. is a portfolio manager and a mutual fund dealer which manages the funds of its family of funds and which offers financial planning advisory services. Professionals’ Financial – Private Management Inc. is an investment dealer member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF) which offers portfolio management services.

Mackenzie Global Sustainability and Impact Balanced Fund, Mackenzie Global Leadership Impact Fund and Mackenzie Global Environmental Equity Fund are offered by Mackenzie Financial Corporation, which acts as portfolio manager for these funds.

Note that the results shown are for information purposes only. Commissions, trailing commissions, management fees, brokerage fees and expenses all may be associated with investment funds. Please read the prospectus before investing. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. The content of this document (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.


A few important notions

Unstable market conditions could cause significant fluctuations in the returns of your portfolio.

When investing, think long term! Your investments will fluctuate on a daily basis, but it’s their long-term performance that really matters.

For an analysis of your situation,
get in touch with one of our advisors