Investments
At Zoho Financial, we are partners with Desjardins Financial Security (DFS) Investments. DFS is the fund dealer and distributor of various mutual funds and investments in Canada.
As qualified fund advisors and service providers, we partner with DFS to access all the major fund companies such as Fidelity, McKenzie, Franklin-Templeton, CI Investments, Invesco, Dynamic, TD Investments, BMO, RBC Investments, Sunlife Global, ManuLife Investments, Desjardins Investments (and many more). This gives us and our clients a lot of flexibility while choosing the best funds and creating customized portfolios based on their individual financial profiles.