Mutual Funds

Rapport Credit Union and Carte Wealth Management Inc. have partnered to provide you with access to over 5,000 different mutual funds from over 50 recognized mutual fund companies. You can start small: As little as $500 is all you need, depending on the fund. And you can make regular contributions of as little as $50 a month. We have Mutual Fund Representatives who can get you started by explaining all of your options, creating a customized portfolio that you're comfortable with and answering any questions you may have.

  • Build a customized portfolio that you're comfortable with
  • Consultation services are easy to arrange and always complimentary
  • Non-commissioned staff who always have your best interests in mind
  • Access to over 5,000 funds. Remember, banks offer only a limited number of their own funds.

Carte Wealth Management Inc.

Carte Wealth Management Inc.

DISCLAIMER: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund fact before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. *Mutual Funds are offered through Carte Wealth Management Inc. Other Products and Services are offered through Rapport Credit Union Limited.

Carte Wealth Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by Rapport Credit Union Limited. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy and Carte will not be held liable for any inaccuracies in the information presented, nor will Carte be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Carte website


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