Mutual funds are a key component of a diversified investment portfolio. Managed by professional investment managers, mutual funds allow individual investors with common objectives and risk profiles to pool their savings in a portfolio of investments. This allows for an investment portfolio that is diversified among different companies and industries in Canada and around the world. Advantages of this strategy include:
- Liquidity
- Diversification
- Potential for increased returns
- Expertise of professional investment managers
- Increased purchasing power from pooled savings
Contact me to access products that are offered by leading mutual fund dealers. I will work with you to build a portfolio tailored to your financial needs and goals.
Always remember the importance of careful decision-making when choosing investments. Before investing, carefully read through a mutual funds’ prospectus for important information about mutual funds. Remember that commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, and since their values change frequently, past performance may not be repeated. Investment returns and unit values will fluctuate.
Mutual Funds are sold through Peak Investment Services Inc. and all other products and services offered through Peak Insurance Services Inc.