Our Services

Understanding Mutual Funds

Mutual funds are collective investment vehicles that pool money from various investors to purchase a diversified portfolio of stocks, bonds, and other securities. These funds are managed by professionals, allowing investors to benefit from broad market exposure without constantly monitoring individual assets.

Benefits of Mutual Funds

Diversification
Gain exposure to various asset classes, including both domestic and international investments.

Cost Efficiency
Benefit from low-cost investment options, including no-transaction fee (NTF) mutual funds from reputable fund families.

Convenience
Access a comprehensive range of securities through a single investment.

Professional Management
Save time on research and asset tracking as professional managers handle the portfolio.

Tailored Solutions
CONVERT SOLUTIONS offers personalized assistance whether you prefer self-management or guided portfolio creation.

Financial Reporting Excellence

Our experts provide comprehensive financial reporting solutions tailored to meet the requirements of Canadian entities. From assurance to advanced guidance, we offer support through all reporting complexities.

Expert Guidance

With a global network of skilled professionals, we assist in navigating diverse reporting standards, offering reliable financial statement audits, global statutory audits, and custom reporting strategies.

Strategic Risk Assessment

Our team uses decades of expertise to evaluate your risk exposure and develop robust strategies using catastrophe analytics.

Comprehensive Risk Management

Risk Review
Identify potential exposures and establish risk baselines.

Maturity Assessment
Evaluate organizational readiness through benchmarking across key areas.

Custom Risk Models
Adapt risk models to reflect unique business characteristics, providing a personalized perspective on exposure.