Presentation by Research Capital – Wei Woo

What they are and how they work – Learn the real ins and outs of how to be successful in mutual fund investing with your retirement portfolio, especially vital now that GIC interest rates are expected to decline in 2024. Just as important, learn how your financial advisor or investment advisor is actually compensated and paid in the traditional method with the different fund load types of mutual funds they recommend (front end, low load, low load 2, low load 4, deferred sales charge) to ensure that your best interests is truly aligned with their advice. We will discuss the rapidly growing fee based accounts and how F class mutual funds operate. We will also discuss fundamental developments in the mutual fund market for financial customers.

Come join Wei Woo (Investment Advisor, CIM, EPC) as we explore this very relevant and important issue in depth. There will also be discussions on fee based accounts, and if they are truly beneficial to your situation.

READ HIS BLOG HERE

NOTES AND TO REGISTER

Date: Friday, May 24, 2024
Time: 10:00 a.m. to 11:30 a.m.
Location: WSAC Board Room
Cost: Free for members, $2 for the public

Register: Send an email to charis@weseniors.ca or Click HERE to register on myactivecentre