The information contained herein is for Ontario residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.
Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.
Mutual funds are provided by Equity Associates Inc.
The recommendations and opinions expressed are those of Createwealth Planning and do not necessarily reflect those of Equity Associates Inc. They and are not specifically endorsed by Createwealth Planning or Equity Associates Inc.
This article is not intended to provide individual financial, legal, tax or investment advice bur rather is to be used for information purposes only. Particular investment or trading strategies should be evaluated relative to each individual’s objectives.
The use of borrowed funds is an excellent way to leverage one's exposure to the markets. However, the potential for added returns comes with a significant level of added risk. Someone considering this investment tool should be aware of the potential for losses and discuss their tolerance for risk with their advisor. If used properly, Leveraged investing can be very rewarding.
Should you have any questions on the matter, please do not hesitate to discuss it with your advisor.
Your advisor may also offer insurance related products, tax or mortgage services; provided that they are duly registered to do so under applicable legislation and the dealer approves such activity to be conducted outside of the dealer. Any activities related to such other occupation are not the business of the dealer and are not the responsibility of the dealer.