Mutual Fund Seminar

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Mutual Fund Seminar

The Mutual Fund Seminar is intended to increase your knowledge of mutual funds and your general level of comfort in making quality investment decisions with the help of an advisor or qualified mutual fund representative. Learn the basics of mutual funds: What are Mutual Funds? how do they work, where do you buy them, how risky are they, how much do they cost, and how much money do you need to open an account? As well, discover the fundamental investment strategies every beginner investor needs to know. Learn the key ingredients of selecting and building a mutual fund portfolio that will fit your needs. Understand how to use mutual funds within and outside of your RRSP’s. Learn how current market conditions should impact your selection process. Once you have a good overview of The Mutual Fund Guide a free educational offer and tool that allows individuals, novices, professionals and advisors to learn more and re-learn some important ideas, concepts and strategies to get more out of investing than the index or average investor by investing in the universe of Canadian mutual funds.The Mutual Fund Seminar includes review of The Mutual Fund Guide then delves into the greater accompanying Mutual Fund Book where all the news, information, history and statistics are revealed to complete the next level of higher education and learning to a complete reality online.

In the next scheduled Mutual Fund Seminar or Mutual Fund Symposium session you will be applying basic information in new and more practical ways and methods. You will learn how to analyze a prospectus, read and understand a mutual fund report, keep track of your Mutual Fund Portfolio online and not reading it in the small print of the business section of the newspaper. Create and monitor, manage and maintain all your portfolio asset both inside your rrsp and including open money and other investments with the help of a qualified and recommended advisor. You will also learn how to know when to switch funds within a family of funds and when, how and why to change companies altogether with the help, advice and guidance of your financial advisor. The learning of basic concepts and more sophisticated strategies have it's place so the more you know the more you can be part of decision making process and participation in order to benefit more from the system, the knowledge and the proper execution of timely buying and selling of particular funds. Learn More...

  • The history of Canadian Mutual Funds
  • Understanding Mutual Funds and a thorough overview of the Canadian Mutual Fund Market
  • Advantages of Mutual Funds
  • Disadvantages of Mutual Funds
  • Re-defining the definition of mutual funds in Canada
  • Top 10 Funds
  • Mutual Fund Prospectus
  • Mutual Fund Statements
  • Mutual Funds Disclaimer
  • Mutual Fund Strategy
  • You and Your Money!

Sign up for the next half day Mutual Fund Seminar near you!

  • $250.00 per person - Accredited Investor $500,000.00 miimum Portfolio Value
  • Includes free portfolio review
  • Includes complete electronic fund alarm and portfolio fund alert with custom parameters.
  • Invaluable wealth creation tools, technology, information, advice and strategy.

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  Mutual Funds Newsletter - 2016

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Markham, ON
P: 1-800-789-1011