This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.
You have heard my thoughts on alternatives for investors with growing portfolios. Over the next few months, I will be hosting a series of seminars, in conjunction with other professionals. In this seminar series, we will explore the unique issues and opportunities you will face as your portfolio grows. You will have the opportunity to hear the thoughts of professionals in accounting, money management, and trust services. If you have been wondering whether you should be taking a second look at your long term strategy, please feel free to join me at one of these upcoming seminars.
Have you outgrown your mutual funds?
For a review your portfolio, or a complimentary copy of my CD, visit www.beyondfunds.ca or call me, Jeff Wareham, at 519 660 3260.
This program is for information purposes only. Fees, management fees, and commissions may be associated with mutual fund investing Investors should consult their prospectus before investing. Views expressed are those of the author, not Scotia Capital. ScotiaMcLeod is a division of Scotia Capital Inc, member CIPF.
Monday, June 2, 2008
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