INVESTMENTS

When it comes to Mutual Funds as investments, many financial advisors have the same offerings. What makes Manitoulin Financial different? In great part, it's our focus on the managers themselves. We aspire to be pickers of people and not pickers of investments. This is important in the sense that Mutual Funds are, for the most part, baskets of stocks, bonds, and cash. What makes the difference is the person who is choosing to buy and sell a particular stock, deciding on the percentage of stocks to bonds, or deciding to hedge the portfolio for currency risks, etc. At the end of the analysis, the name of the Mutual Fund is not as important as the name and success of the person managing the portfolio.

At Manitoulin Financial, our clients are the main focus. Correctly pairing a client with a Portfolio Manager is our goal. Considering many factors including financial objectives, risk tolerance, and time horizon, we tailor a portfolio specifically to you. We also offer many different types of accounts, which gives us the ability to serve the many different needs of our clients. Some of the accounts available through us include: RRSPs, TFSAs, LIRAs, LIFs, RRIFs, RESPs, Group Pensions Plans, Open Accounts, and others.

The Mutual Funds that we recommend come from a variety of different companies that we have spent years building strong professional standing with. These companies include, but are not limited to:

- IA Clarington

- Invesco Canada

- Mackenzie Investments

- Manulife Investments

- Natixis

- RBC Mutual Funds

- TD Mutual Funds

- AGF Group of Funds

- BMO Giardia

- CIBC Renaissance

- CI Investments

- Dynamic Funds

- Fidelity Investments

- Franklin Templeton

- Front Street Capital

HOW DO WE KEEP CURRENT?

Meetings

Meeting with Mutual Fund Representatives is a great way to get a better perspective on fund companies. They share the perspective of Portfolio Managers while offering a great source of knowledge.

Conferences

Through participating in conference hosted by Mutual Fund Companies, we have one-on-one conversations with Portfolio Managers and get an in-depth perspective on the market and coming market trends.

Books and Articles

Constantly growing, our libraries are filled with books. We are always learning new ideas and perspectives.

Webinars

Keeping current with different products from companies is essential. Webinars help us stay up to date on different offerings available to clients, and new technology being developed.

Documentaries and YouTube

There is a wealth of knowledge out there. Sometimes it's nice to relax and watch as someone teaches you!

Personal Research

We truly believe that we will always be learning. Every day we expand our knowledge through researching a variety of topics.

Courses

There are many different course available. The most recent course taken by both Maurice and Elyse focused on income protection through the use of Life, Critical Illness, and Disability Insurance.

Our Colleagues

By communicating with our colleagues we are able to get a better perspective on the industry as a whole.