What Is Sterling Mutuals?
Sterling Mutuals Inc.is a mutual fund dealer established in 1996. We have grown into a network of financial advisors across Ontario, Manitoba, Alberta, Nova Scotia, Saskatchewan, New Brunswick and British Columbia, who have shown a proficiency for developing solid client relationships. Through the use of advanced technology Sterling simplifies the trading process without compromising adherence to strict regulatory compliance. Sterling is a Level 4 dealer under the Mutual Fund Dealer Association (MFDA) and a member of the Investment Funds Institute of Canada (IFIC).

As part of the Sterling network the advisor has access to a wide array of financial products including mutual funds, GICs, segregated funds and insurance products. This allows them to select the financial vehicle, which is best suited to the client's needs. Our advisors are never required to recommend proprietary funds. Sterling can also provide investment and leverage loans through its arrangements with various lending institutions.

Can I Hold Stocks and Bonds in My Portfolio?
Although we are not registered to sell securities we have a referral arrangement with a national brokerage which gives our clients access to these types of investments...

SMI Self Directed RSP
Sterling’s Self Directed RSP is ideal for consolidating various individual
accounts into one RSP. This allows you to maximize your foreign content and summarize all your holdings into one simple statement.

Sterling’s Technical Edge
Our Mutual Fund Exchange ™ gives you online access to your accounts, mutual fund research and account monitoring using our automated SAAM system ( Sterling Asset Allocation Monitor). Through our technology the advisor has the ability to monitor all client accounts on a daily basis, thus assuring that client portfolios are progressing as planned. As a client you are able to deposit to Sterling’s trust account via your bank’s web banking system.
It’s as easy as paying your phone bill! Your advisor can then recommend the appropriate investments.

Your financial advisor can offer you a wide assortment of financial products...
RRSPs
RRIFs
RESPs
Mutual Funds
GICs
Investment Loans
RSP Loans
Life and Disability Insurance
Securities*
Mortgages
* Securities referred through National Bank Securities