
1-800-789-1011.ca
Change Fund Company
Not all Mutual Fund Companies are the same nor Mutual Fund Representatives, Advisors or Mutual Fund Managers. The standard Mutual Fund Dislcaimer may tell more than the words that make it up. Disclaimer: Always read a Mutual Fund Prospectus before investing and know that past performance may not be repeated. There are many factors why you in particular may or may not make good returns on a consistant basis. With over 1800 individual Mutual Funds available from over 120 Investment Fund Dealers there is no wonder that you should always invest with advice. From time to time it may be the advisors responsibility to get and report the best returns possible. When the advisors looses money and reports it...it is the advisors fault. Some times a better advisor with better tools maybe able to ensure better results with a better overall system and philosophy. At time it just maybe the fault of the Mutual Fund Company or the Mutual Fund Manager. Being in the right Mutual Fund Sector is rather important even if you know a particular fund is doing well it does not mean you are in the right fund within that family. A good advisor will know which sectors to be in at the right time...or hopefully they have created a well balanced portfolio. If you feel you are not getting realistic and comparitive results it may be time to fire someone...and look at a fresh approach.
Try getting a free referral or recommendation on you portfolio before you make drastic changes. We always recommend changes within the family of funds first...you may just be in the wrong sectors at the wrong times. If a family of fund change is not adequate look to change fund companies. If you feel based on reasons of service, reporting or results that you need a change contact MutualFund.ca sponsored Free Portfolio Review to get access to a qualified Mutual Fund Professional that can sit down with you and review your needs through an interview process that will deal with your short and long-term goals by creating. executing an overall finacial plan.
To be connected to a MutualFund.ca representative please call 1-800-789-1011.
Advisors Group is ready to provide the insight and leadership to help you with your investment objectives. We are able to professionally plan a course of action for your long-term financial success and wealth accumulation.
All potential clients can take advantage of a free in-depth one on one interview and planning session. We can determine your financial goals and find the most suitable investment strategies to satisfy those goals. Our complementary lines of financial products and services culminate in a tailor made plan to suit each individual's personal investment style and time horizon.
Our primary focus is to educate you and provide any information that will affect your financial decisions. We are available to you at all times, by e-mail, telephone or in person. We can electronically monitor your investment and retirement portfolios and contact you with important news and timely information.
Traditionally, to keep the investor informed, the investment industry found quarterly reporting sufficient. Now, all of our clients have up to the minute access to their accurate, detailed and secure account information. Real time financial information coupled with quality advice is crucial in empowering clients to reach the next level in proactive investing.
Our exclusive You and Your Money® monitoring system allows Advisors Group professionals to stay on top of erratic market conditions by alerting us each time certain preset parameters are reached. This enables us to identify market changes and contact you so that you can act promptly to exploit potential opportunities or help prevent anticipated losses.
Our mission is to provide our clients with quality service and superior returns from their investments. Our dedicated financial planners are committed to working with you in developing an overall personalized investment program that suits your needs.
MutualFund.ca is an on-line financial services portal designed to provide individuals with access to investment, insurance, personal tax, mortgage and overall financial planning services. Advisors Group supports all professional accountants, real estate professionals and financial services experts across Canada by providing a platform where they and their clients can access much needed corollary services.

To arrange for a free consultation call Advisors Group Limited toll free at 1-800-789-1011 or email james@advisorsgroup.ca |