Free Portfolio Review | Mutual Funds Investment | MutualFund.ca

We are laser-focused on four critical areas of your mutual funds investment portfolio.

A qualified, vetted, and independent Financial Investment Advisory firm or trusted and licensed mutual fund representative will take the opportunity to review your present portfolio and to offer a FREE Second Opinion. Our complete and thorough review would include your RESP, TFSA, RRSP, Investment Funds, Trust, and any other investments and assets you may consider your own. We may also make your portfolio available to you online for our final review with easy access for continued monitoring at no additional charge.

• Your total ROI returns report and above or below average performance returns.
• Your portfolio risk level and report if they match your objectives, comfort level, and time horizon.
• The tax efficiency of your portfolio and strategy guide to save current and future tax dollars.
• The total fees and expenses report will provide you with the best value for money products and services.

We compare all funds and portfolios by mutual fund categories, sectors, and asset classes!

Three Simple Steps... to make, save, and preserve more of your hard-earned wealth!

1. ENGAGE
2. AGREE
3. FOLLOW THROUGH

NO ONE CARES ABOUT YOUR MONEY MORE THAN YOU SHOULD!

Family of Funds

Select a company AGF Arrow EC ATBIS Beutel BlueBay BMG BMO Brandes Canada Life Canoe Energy Capital Group CC-L Chou CI CIBC Compass Counsel Desjardins Dynamic EdgePoint FERIQUE Fidelity Guardian HSBC IA IG Invesco IPC iProfile Leith Wheeler Lysander-Canso Mackenzie Manulife Mawer Middlefield NBI NCM Ninepoint Pembroke Pender PH-N Picton Purpose RBC Renaissance ROMC Russell Scotia SEI Starlight Steadyhand Sun Life TD Templeton VPI

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Mutual Fund Categories

Select a Category 2025 Target Date Portfolio 2030 Target Date Portfolio 2035 Target Date Portfolio 2035+ Target Date Portfolio Alternative Credit Focused Alternative Equity Focused Alternative Market Neutral Alternative Multi-Strategy Alternative Other Alternative Private Debt Alternative Private Equity Asia Pacific Equity Asia Pacific ex-Japan Equity Canadian Corporate Fixed Income Canadian Dividend & Income Equity Canadian Equity Canadian Equity Balanced Canadian Fixed Income Canadian Fixed Income Balanced Canadian Focused Equity Canadian Focused Small/Mid Cap Equity Canadian Inflation Protected Fixed Income Canadian Long Term Fixed Income Canadian Money Market Canadian Neutral Balanced Canadian Short Term Fixed Income Canadian Small/Mid Cap Equity Commodity Emerging Markets Equity Emerging Markets Fixed Income Energy Equity European Equity Financial Services Equity Floating Rate Loan Geographic Equity Global Corporate Fixed Income Global Equity Global Equity Balanced Global Fixed Income Global Fixed Income Balanced Global Infrastructure Equity Global Neutral Balanced Global Small/Mid Cap Equity Greater China Equity High Yield Fixed Income International Equity Miscellaneous - Income and Real Property Miscellaneous - Other Miscellaneous - Undisclosed Holdings Natural Resources Equity North American Equity Passive Inverse/Leveraged Precious Metals Equity Preferred Share Fixed Income Real Estate Equity Retail Venture Capital Sector Equity Short Term Target Date Portfolio Tactical Balanced U.S. Equity U.S. Money Market U.S. Small/Mid Cap Equity

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What we offer:

Mutual Funds Newsletter
Mutual Fund Review and Top 10 Funds
Free Portfolio Review
Mutual Fund Guide
Mutual Fund Book
Mutual Fund App
Mutual Fund Podcast
Mutual Fund Seminar

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