Finance and Investments Review Directory - Information for Investing 

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Canadian Mutual Fund Companies

(alphabetical order by Mutual fund brand. Typically mutual fund families offer a wide variety of mutual funds including money market, canadian equity, international equity and bond funds). 

SEDAR - This website contains the prospectus and the Management Expense Ratios and other Expenses for each mutual fund sold in Canada. Sedar is the official site for public securities documents and information from public companies and investment funds in Canada.  There is a wealth of information here about regulatory filings by companies listed on Canadian stock exchanges.

Canada Mutual Fund Directory 

ABC Funds - established in 1985, managed by I.A. Michael Investment Counsel Ltd. These funds are managed using the Value based style. This fund family is a little different in that the prices of the mutual funds are updated every month.  ABC Funds is a smaller company with a limited number of mutual funds. There is a minimum amount that has to be invested with ABC Funds.

AGF Management Ltd - is a Canadian based mutual fund company originally founded in 1957. There are over one million investors and $46 billion (Cdn$) assets under management. There are over 50 mutual funds offered by AGF, that cover equities and fixed income asset classes. There are international equity mutual funds offered as well.

Beutel Goodman Beutel Goodman, and Company Ltd - Investment Counsel - Beutel Goodman funds are not directly sold to the public, rather they are sold through and advisor.  

BMO Mutual Funds - These are mutual funds owned by the Bank of Montreal (BMO). There are a large variety of funds to choose from. They have international equity as well as Canadian and US equities. There are a number of specialized mutual funds as well as some "Life Stage Portfolios" which are complete portfolios.  

Brandes Canada - uses a value based investment style to manage the mutual funds. Affiliated with Brandes Investment Partners LP in San Diego. Manages the Brandes mutual fund family. There are a large number of mutual funds offered by Brandes. 

C.I. Mutual Funds - is a large mutual fund company with over 90 different mutual funds. There are specific funds in equity and fixed income. There are also specific equity funds that are managed using different investing styles. They also offer alternative investments  (i.e.- hedge funds, closed end funds) to "accredited investors" 

CIBC - Mutual Funds - CIBC offers a large variety of mutual funds covering equities and fixed income areas. They also offer index funds which are passive funds but typically have lower MERs (Management Expense Ratios) than actively managed mutual funds. 

Dynamic Mutual Funds - is a brand owned by Canadian mutual fund company Dundee Wealth which is listed on the TSX (Toronto Stock Exchange). There are a large number of mutual funds available to investors. There are a comprehensive variety of funds covering a wide range of equity and fixed income options. 

Ethical Funds - this brand of mutual funds is offered by NEI Investments. These are mutual funds that are considered socially responsible investing. The idea is that investing is married with environmental, social and governance analysis. 

Fidelity Investments Canada Limited - this is the Canadian branch of mutual fund giant Fidelity. There are a large variety of mutual funds available in Canada by Fidelity. There are all sorts of different equity specialty funds as well as a number of specialty fixed income funds. 

Franklin Templeton Investments Corp. - this is a world wide company with over $33 billion (Cdn$) in assets under management. There are a number of different brands of mutual funds under this company. For example one of the brands Templeton specializes in "value" investing. There are a large number of mutual funds that cover most areas of equity and fixed income investing.

Guardian Mutual Funds - These mutual funds are owned by the Bank of Montreal. The funds are branded differently from the standard BMO mutual funds. Some of the mutual funds are managed by third party mutual fund companies who do the investment analysis.  

Mackenzie Financial Corp - a large number of mutual fund offerings. There are multiple brands including Mackenzie, Keystone, Saxon and Symmetry. There are over $63 billion (Cdn $) Assets under management by Mackenzie Investments Inc.

Manulife Mutual Funds - the mutual funds offered by Insurance giant Manulife.  There are a wide selection of mutual funds available from low risk to high risk mutual funds and everything in between. Both equity and fixed income mutual funds are offered by Manulife. There are a selection of international mutual funds covering many different countries.

Meritas Mutual Funds - this company creates socially responsible investments. There are various mutual funds are under the Meritas Mutual Fund names. 

National Bank Securities Mutual Funds - mutual funds owned by National Bank of Canada. These funds include the Altamira mutual funds which have been renamed to National Bank funds. There are a wide range of funds that are offered by National Bank to suit most portfolios. 

Northwest Mutual Funds - owned by NEI Investments. NEI investments also offers the Ethical Funds brand. The concept behind this brand is to maximize returns by taking fewer risks. There are a wide range of mutual fund products in this family. 

O'Leary Funds - There are a number of fixed income and equity funds available to the investor. The company emphasizes value investing in their management style. They tend to be more conservative in their investing decisions, and do emphasize the preservation of capital. They have a number of fixed income funds concentrating on Canadian bonds as well as some international bond funds. They also have equity funds both Canadian and international equity.

Phillips Hagar and North Investment Management -a mutual fund brand offered by the Royal Bank of Canada. The only discernable difference in this brand is that they appear to be more focused on the higher end of the mutual fund market. They have a $25,000 minimum size for the account. They have funds that can be purchased through an advisor or by the individual.

Renaissance Investments - is a brand of mutual funds offered by CIBC Asset Management Inc. There is a good variety of mutual funds covering both equities and fixed income asset classes. 

Royal Bank Mutual Funds Inc - the mutual funds offered by RBC. There are a large number of mutual funds covering most of the equities and fixed income needs of investors.  

Scotia Bank - Mutual Funds  mutual funds offered by Scotiabank. A large number of mutual funds in most all sectors of the market. There are also a selection of index mutual funds that are usually passively managed mutual funds. The concept behind index funds is that MERs (Management Expense Ratios) are usually lower than actively managed mutual funds and that the index is difficult to beat by actively managed funds. 

Stone Funds - is a Canadian independant financial firm. They offer a small number of mutual funds that concentrate on equities in the Canadian market. There are limited fixed income and international equity mutual funds offered by this company. 

TD Mutual Funds - mutual funds offered by TD Bank. TD Bank is one of the largest in Canada and in the top ten largest banks in the US. There are a large number of funds offered by TD bank covering most all sectors of the market. There are international equity  as well as domestic equity mutual funds. There are also sector specific mutual funds such as resource or technology mutual funds. 


 

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