September 22, 2008 Morning Spot

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

After last week’s volatility and uncertainty in the market, you may be worried if your money is truly safe.

The insecurity extended from Wall Street firms, to major insurance companies and money market funds.

The many actions taken by the US government and Central Banks around the world may have averted a major crisis, but you really should sit down with your advisor, and ensure that the investment products and solutions you are in reflect your comfort level with risk.

If you have not heard from your advisor, or want a second opinion, give me a call.

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.