Three women wearing rock climbing equipment stand at the base of a steep rock face, smiling and high-fiving.

MUTUAL FUNDS

Diversification is key.

LBC Financial Services offers a range of Laurentian Bank mutual funds1 through Mackenzie Investments, one of Canada’s largest investment management firms. From the most cautious investor to the most adventurous, find a fund that’s right for you.

Talk to an advisor

What’s a mutual fund?


Investing in a mutual fund means pooling your money with people who have similar goals. Managed by expert portfolio managers, mutual funds offer unlimited potential returns. Your capital isn’t guaranteed and returns may vary with market fluctuations.

What are the benefits?

Each mutual fund is managed according to specific investment objectives. There are many advantages, including:

  • They’re easy to purchase;

  • They’re managed by experienced portfolio managers;

  • There’s a wide range of funds available for every type of investor;

  • The wide range of funds lets you diversify your portfolio, which maximizes your potential return while helping to reduce risk.

Solutions for every investor.

Symmetry Portfolios: a package deal.

Symmetry Portfolios are all-in-one investments designed for different levels of risk. Whatever your investor profile, there’s a Symmetry Portfolio just for you. These portfolios offer:

High-quality management.

Assets are managed with the expertise you’d usually find in a pension fund or other institutional investor.

Balance between protection and growth.

Our portfolios are broadly diversified and aim to strike a balance between protecting your capital needs today and nurturing future growth. Each portfolio is designed to provide a wide range of investment opportunities.

Effective risk management.

We place top priority on effective risk management. Our portfolio weights are strategically balanced to take advantage of market conditions.

Daily rebalancing.

To keep your Symmetry Portfolio in line with your risk tolerance and growth objectives, there’s a target weighting for each portfolio. If the market fluctuates too widely, the asset allocation team rebalances the weighting in stocks and bonds to bring your portfolio back within your risk tolerance.

Low volatility.

A specific weighting is assigned to assets with low volatility, with the aim of delivering what every investor wants – maximum performance with minimal risk.

Experienced portfolio managers.

Mackenzie’s greatest advantage is bringing together skilled investment professionals with varying specializations.

Symmetry Portfolios: Overview.

For investors ranging from the cautious to the adventurous, we offer 7 types of portfolios (PDF, 4.2 MB):

Symmetry Fixed Income PortfolioSymmetry Conservative Income PortfolioSymmetry Conservative PortfolioSymmetry Balanced PortfolioSymmetry Moderate Growth PortfolioSymmetry Growth PortfolioSymmetry Equity Portfolio

Customized Portfolio We have a wide range of mutual funds available to build you a customized portfolio.

Preferred pricing.

Invest. Combine. Save.

Our Preferred Pricing Service for Laurentian Bank Group of Funds, managed by Mackenzie Investments, lets you enjoy lower fees by combining assets.2

How to take advantage.

Preferred Pricing is designed to ensure you automatically benefit from reduced costs once you reach personal or household3 assets of $100,000 with us. It’s a great reason to combine your assets.

Your trusted investment partners.

LBC Financial Services logo.

LBC Financial Services.

LBC Financial Services (LBCFS) distributes mutual funds and offers financial planning services.

Mackenzie Investments logo.

Mackenzie Investments.

With more than $185 billion in assets under management and 17 specialized investment teams, Mackenzie Investments has the experience, strength and diverse outlook to help you reach your financial goals.

Tips from the experts.

Your financial health matters to us. Whether you’re a beginner or a seasoned investor, our financial advisors are here to help you reach your goals. To help you get started, here are some basic tips.

Save a little, and do it often.

When you put aside small amounts all year long, your money grows without you even noticing.

Diversification is the way to go.

A diversified portfolio makes it possible to strike a balance between solid returns and security.

Plan for retirement to reach your goals.

It’s never too late to start contributing to a retirement plan. Invest early to realize your retirement dreams later.

Investor, know thyself.

Someone with an adventurous profile won’t make the same investment choices as someone who’s more conservative, and vice versa.

To save, set it and forget it.

You don’t have to invest a lot to make your money grow. Set up regular withdrawals to save effortlessly.

The right advice is here for you.

Don’t wait—get expert advice from our team of advisors whose knowledge covers a full range of financial services.

A signpost with three destinations: Planning, Advice and Retirement.

SAVINGS ADVICE

The path to retirement is clear.

Regardless of what your retirement goals may be, our customized advice can get you there. Whether you need to set up a retirement plan or you’re ready to start saving, we’ll point you in the right direction.

Tell me more