The value of working with an advisor
In Canada, most investors who want to buy mutual funds, including Ethical Funds, buy them through a financial advisor. Why is that? The answer is simple. Professional advice plays a key role in helping investors make the choices that are right for them, at every stage of their life.
A professional financial advisor can help you determine which investments best suit your objectives, risk tolerance, time horizon and return expectations.
Understand the potential tax implications of your investment decisions. Whatever your financial goals might be, you will benefit from the advice of an investment professional.
Understand the relationship between risk and return
Build a diversified portfolio with the mix of assets that reflects your need for security, income and growth
Invest with discipline, so that your portfolio can grow over time
Make sense of what appears in the media in response to economic and financial events
If you are a financial advisor and would like more information about Ethical Funds and other mutual funds offered by NEI Investments, please click here to view the NEI Investments website for advisors.