June 20, 2008 Morning Spot

This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.



These last few weeks, I have discussed the opportunity to dramatically reduce your estate tax bill by giving a gift to charity.

In many cases, you may reduce or even eliminate the tax on your growing portfolio by using a well designed gift to a recognized charity. Tune in tomorrow, as I am joined by Colleen DeJaeger, of London Health Sciences Centre. She will help me dig deeper into the mechanics of leaving a gift to charity, and the reasons that you might consider choosing the Health Sciences Centre as a recipient



Find out if leaving a legacy is an option you might consider, as a part of your overall financial plan.



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.