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Mutual Funds

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A mutual fund is a large pool of money that is invested by experts in stocks, bonds or other securities with the goal of growing value of the overall pool. Mutual funds are very popular because they let individual investors, like you, invest in a wide variety of companies and markets in Canada and around the world at a much lower cost than if you bought and sold the stocks, bonds, etc. by yourself.

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While some funds can be used for shorter term investing, usually mutual funds are appropriate for longer term investing. That's because their value fluctuates with the values of the securities they hold and returns are not guaranteed. Short term fluctuations can be quite dramatic, but historically, over the long-term, returns have been higher than from guaranteed investments.

There are thousands of mutual funds to choose from. Each one has a written investment goal that helps you decide how, or if, the fund should have a place in your overall financial plan.

Mutual funds can be held in registered plans like RRSPs, RRIFs, RESPs or some pension plans. They can be also held in non-registered plans.

Investor Privacy

As an organization that collects, uses and discloses personal information, Creative Planning Asset Management is subject to the federal Personal Information Protection and Electronic Document Act (or by similar laws in the provinces of Alberta, British Columbia and Quebec), effective January 1st, 2004.

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Compliance

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.

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The sale of insurance products may not be the business of or under the supervision of FundEX Investments Inc. and FundEX may not be liable or responsible for such activities. Your FundEX Advisor may be registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. For insurance products sold through FundEX and under its supervision, please refer to your FundEX statement for a listing of life insurance products which may be sold through FundEX Investments Inc. under its supervision.

Mutual Funds provided through FundEX Investments Inc.

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