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Click above to find out how Fiscal Agents can assist you on investing in Mutual Funds.
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Who should consider Equity Mutual Funds?

Equity Mutual Funds are suitable for investors seeking long-term capital growth or appreciation.

Historically, equity funds as a group have provided high long-term returns, outpacing many other types of investments. However, year-to-year rates of return vary widely, reflecting the fortunes of the individual holdings in fund portfolios as well as economic cycles and market trends. Consequently, equity funds are best suited for investors willing to take a long-term perspective. Virtually all funds which invest primarily in Canadian stocks are RRSP- eligible without limit. Most of the funds which invest outside Canada may be held in RRSPs as foreign property up to the federal government's current 20% limit.

Equity funds choices range through: Canadian Equity, Foreign/International, Small-Cap, Mid-Cap and Large-cap funds also including Dividend Income, Index or Balanced and/or Asset allocation Funds to specific funds dealing in specialty markets.

The choices are great and if you wish to find out more how equity funds would help diversify and strengthen your portfolio, please call us at (905) 844-7700 to talk to an independent investment advisor at Fiscal Agents.

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