Best-in-class Mutual Funds

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:

The Strength of Fidelity

The FidelityConnects Podcast

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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