Investment New Year's Resolution

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

As we approach the New Year, why not make an investment New Year's Resolution. The time has come to consider whether you have outgrown your traditional mutual funds. Canadians pay the highest mutual fund management fees, and the bottom line is that regardless of the returns they generate, your mutual fund company still gets paid. If you have a portfolio of several hundred thousand dollars, the fact is, you are likely paying thousands of dollars in excess management fees. Do you know what you are paying, and have you considered the dramatic impact these costs have on your net worth? Why not take the time to find out. Do you want to discuss your alternatives?

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