This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.
Busy people frequently have complicated financial lives, and few are busier than professionals.
As your practise grows, you have greater needs, and less time to deal with them. The secret is to build a team of experts to help.
At ScotiaMcLeod, we have many services tailored to the needs of professionals, both as investors, and business owners.
Join us for lunch on October 7th, as Dave McKerlie of Scotia Bank, Chris Carlton, of Scotia Funds, and I discuss the special financial planning needs of professionals.
To reserve a seat, give me a call.
Have you outgrown your mutual funds?
Monday, September 29, 2008
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