Friday, February 13, 2009

Second Opinions For Investors

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

Over the next few weeks, Scotiabank and ScotiaMcLeod are stepping up
their campaign around second opinions for investors. I think this is
an excellent initiative, and I encourage listeners to take advantage
of the offer. I think this is especially valuable to investors who
have accumulated mutual fund portfolios in two or more places, as
there may be real cost savings involved in consolidating these assets
at one firm.Your advisor is only able to give an accurate opinion if
they have all the facts, so comee prepared to discuss the whole
picture. Finally, a firm that offers the full range of investment,
and banking solutions is most likely to be able all of your needs .

Do you want to discuss your alternatives?
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

No comments: