The last long weekend of the summer is upon us. With children back to school, and vacations done, this is a good time to be reviewing your portfolio. If you are ready to review your situation, here are are few key considerations. First, are you really comfortable with your level of risk. Second, have you accumulated enough wealth to be on track for your long term goals. Finally, are you sure that you are in the right type of investment to best suit your needs. If you have sev 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
Friday, September 4, 2009
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