August 25, 2008 Morning Spot

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



Over the past couple of years, I have spoken on the impact of mutual fund fees on investors with growing portfolios. Over the next few months, I am hosting a series of seminars outlining strategies for investors with portfolios of 500000 or more. Please join me for lunch on September 9th, as Nevin Markwart, Vice President of Canadian Equities for Fidelity Investments, and I, discuss strategies to survive volatile markets.



If you are looking for direction, after surviving the last couple of years of market volatility and uncertainty, join me for a discussion of the emerging trends in the Canadian and global investment markets.



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.