August 20, 2008 Morning Spot

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



Many of the financially successful people I meet are entrepreneurs, and these people have very special financial planning needs.

Often, if a significant portion of your wealth is invested in your business, you need to look very carefully at the risks you face, and work with professional partners who understand the unique needs of entrepreneur investors.



Tune in Saturday at 8:30, as Scotia Bank Account Manager Dave McKerlie and I discuss the special financial planning needs of professional and business owners. portfolios.



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.