A Look back at October

This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.
October 2008 is over, and few investors will miss it. Last month saw record volatility, and significant losses, especially for investors in Canadian equity mutual funds. Many investors need to revisit their portfolios, and decide if the investments they own are consistent with their long term goals. If this describes you, feel free to give me a call, and I will help you review your situation.

Now is the perfect time to ask “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