This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.
Day after day, month after month, more options emerge for investors with growing investment needs.
On Monday, I mentioned that I am hosting a seminar series, with other professionals, outlining the many alternatives for investors who have outgrown their mutual funds. If you have $250,000 or more to invest, you owe it to yourself to explore your options…many of which could save you thousands of dollars per year.
For further information, visit my blog on AM 980, www.beyondfunds.ca, and read about your alternatives.
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.
Wednesday, June 4, 2008
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