rebalance your portfolio to suit your investment goals

Global markets continued to surge overnight, and most global markets are now in or approaching positive territory for the year. You may be thinking about sticking your toe back in the market, or simply sighing with relief when you open your statements, but I believe the real opportunity is to rebalance your portfolio to suit your investment goals. This market recovery may not last over the summer, so it is likely a good time to sell your losers, and ensure you own investments that you believe in. Are you looking for a fresh approach to your financial plans? 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, member CIPF