TLM Financial Planning Inc.
Investia Financial Services
Mutual Funds Dealer
500 – 666 Burrard Street Vancouver, B.C. V6C 3P6
Toll Free: 1-855-685-1856
Toll Free Fax: 1-855-685-1857
A Mutual Fund is an investment in a pool of money that has been collected and used to buy any number and types of stocks, bonds, short-term money market instruments, and /or other securities. A Mutual Fund has a fund manager that buys and sells the investments in accordance with the prospectus. Investia Financial Services Inc. is the Mutual Fund dealer we use to facilitate and monitor the buying and selling of Mutual Funds. You may visit their website at www.investia.ca for further information and click here to review their Statement of Disclosure.
Mutual Funds can be held as an investment type in both registered and non-registered accounts. You've probably heard the term "DON'T PUT ALL YOUR EGGS IN ONE BASKET". Mutual Funds are a powerful investment strategy used to accomplish diversification. Not all Mutual Funds are created equal, so it is important to understand the differences and costs associated with this type of investment option.
There are thousands of different Mutual Funds available in Canada. Commissions, trailing commissions, management fees and expenses all may be associated with Mutual Fund investments. Please read the simplified prospectus on all Mutual Funds before investing. Mutual Funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation (CDIC) or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. By working with you to identify your investment objectives, risk tolerance and time horizon we will find the best Mutual Fund investment solution(s) for you.