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Managed Capital for Canadians: The Key to Understanding Managed Money
Managed Capital for Canadians: The Key to Understanding Managed Money is a 20-page seminar developed by McClure Financial Services Ltd. to give Canadian investors an understanding of professional money management and managed funds.
Topics include:
- mutual funds,
- asset allocation,
- wrap accounts,
- segregated funds,
- overview of the financial services industry,
- a service-cost summary,
- reporting ability of providers,
- comparison of do-it-yourself vs. using a professional.
Managed Capital for Canadians: The Key to Understanding Managed Money is available as a PDF download.
Download: Managed Capital for Canadians: The Key to Understanding Managed Money
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NOTICE:
The information and links contained on this web page are intended only to be merely informative and are NOT intended to provide legal advice to any person/entity. Never rely solely on the information contained on this web site or on any third-party web site. Information and/or links may not apply or be appropriate to your situation and/or may be out of date. Any person with a specific legal question or legal problem should always consult with and seek the advice of a qualified lawyer. E.&O.E.
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