Best-in-class Mutual Funds
Mutual funds are investment products that pool money from multiple investors to purchase securities and contribute to your retirement plans.
Offering best-in-class.
As portfolio managers, Aloni Goh Wealth Management is licensed to access products including mutual funds offered by all financial institutions in Canada, including:
We are proud to partner with Fidelity Investments Inc.
Established in 1946 by Edward C. Johnson II in Massachusetts, Fidelity is a multinational financial services corporation. Since its inception, Fidelity has remained privately owned by the Johnson family and both former and current employees, ensuring their focus is doing what’s best for their clients and not corporate shareholders. The same beliefs and practices that have allowed Fidelity to grow and succeed remain the same: a culture of integrity, a commitment to performance and a dedication to clients.
With a wide range of mutual funds focusing on equity, fixed income and everything in between, Fidelity is the gold standard for their top-notch research team, ability to attract the world’s best fund managers, access to markets around the world and their duty of care to their investors with a risk management system that ensures portfolio positions are appropriate to each fund’s mandate.
In 2014, Abigail “Abby” Johnson, the granddaughter of its founder, became president and CEO of Fidelity, added chairwoman to her list of titles just two years later and in 2020 was named the third most powerful woman in the world by Fortune magazine.
Under Johnson’s watch, Fidelity has continued to grow by branching out other businesses, including student loan debt administration and Fidelity Digital Assets for cryptocurrency. Fidelity now has over $8 trillion in assets under administration with offices worldwide.
More about Fidelity Investments:
Mutual Fund List
Aloni Goh Wealth Management’s portfolio of mutual funds include but are not limited to the following:
Fund
Canadian Asset Allocation
True North
Canadian Large Cap
American Disciplined Equity
Technology Innovators
Global Financial Services
Global Real Estate
Global Natural Resources
Category
Canadian Equity Balanced
Canadian Equity
Canadian Focused Equity
U.S. Equity
Sector Equity
Financial Services Equity
Real Estate Equity
Natural Resources Equity
Office
Suite 1800, 1140 West Pender Street
Vancouver, BC. V6E 4G1
Ron Aloni
Phone: 604-658-3056
Jason Chen
Phone: 604-658-3043
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