Time for a 2nd opinion?

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

As I mentioned on my Saturday show, September and October were quite awful, and many investors may dread opening their most recent statements. Avoiding the issue is a bad idea, especially at this time of year. There are many planning opportunities that arise at year end, especially for mutual fund investors. Now is the time for a second opinion, and a serious look at your long term strategy. Give me a call, and let’s discuss if the investment solutions you are currently using are still appropriate in the current market environment.
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