Mutual Funds Seminar | Canadian Mutual Funds | MutualFund.ca

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 a 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 its place so the more you know the more you can be part of the decision-making process and participation to benefit more from the system, the knowledge, and the proper execution of the timely buying and selling of certain 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 by Asset Class, Category, Family of Funds, and Sector
• Mutual Fund Prospectus – Fund Facts
• Mutual Fund Statements – Reading, Reviewing and Interpreting your financial statements.
• Mutual Funds Disclaimer – Knowing your rights and responsibilities.
• Mutual Fund Strategy – How to make, save and preserve your hard-earned wealth.
• You and Your Plan®
• Sign up for the next Canadian Mutual Funds Seminar

Seminars – Webinars – Live Presentations and Symposiums – One on One Sessions for Individuals, Groups, Corporations, Schools and Government Agencies.

Includes an exclusive, free, personal and private portfolio review and second opinion evaluation.

The Mutual Fund Guide, Book, and Course are tools designed for Canadian financial literacy. Mutual Fund Review is a deep dive into Canada’s capital markets with a drill down on funds. Subject matter specialists and keynote speakers explain the small print and fuzzy math. Invaluable wealth creation tools, technology, information, advice, and strategy. Create an investor/advisor success through knowledge, experience, and confidence. Yes, we have a linkedin podcast sign up only to listen view.

15 locations – Mutual Funds and the RRSP.org season.

Yes we do Mutual Fund Seminars – for groups or individuals online and one on one in person.

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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