August 29, 2008 Morning Spot

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

The next few years, we will see a massive transition, as millions of Baby Boomers reach retirement age. Retirement should not be an event, but a well mapped out transition. There has been a great deal of attention to your “number,” the amount of money you will need to live out your retirement goals…but there is so much more to it. What about the impact on your health, your home, and other members of your family.

Tune in tomorrow at 8:30 AM, as I discuss managing all the different parts of the transition to retirement, and how you should start managing the process now.

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.