What do mutal funds include?

• Professional portfolio management
• Streamlined and convenient administration
• Risk management through diversification
• Innovative solutions that meet a wide range of investment objectives and evolving investor needs
• Opportunities for foreign and domestic investment that may not otherwise be directly accessible to investors
• Liquidity, enabling investors to respond to changes in their personal circumstances
• Access to investing for all types of people, including those who prefer to invest small amounts at regular intervals
• Choice of purchase methods and fee structures, including full service, fee-for-service and do-it-yourself
• Accountability and fairness to investors through industry regulation and transparency

Why choose CWF?

At Canadian Western Financial Ltd., one of our goals is to help you minimize the costs of investing:

• We do not sell funds on a deferred sales charge or back-end load basis. Instead, mutual funds are offered as low-load or at 1% front-end commission.
• The annual fee is waived on your self-directed RRSP, RRIF or non-registered account. (Some conditions apply.)

A self-directed plan offers you more flexibility

• We offer one of the largest selections of mutual funds - more than 30 different fund companies to choose from. For more details, visit the products page.
• Most mutual funds held at other financial institutions can be transferred to us "in kind" to ensure that your investments remain undisturbed.
• You will be provided with 24 hour-a-day internet access to view your account.

We like to... Think Western®

Invest with the people you know. Our level of personal service is unmatched.

Our qualified Registered Mutual Fund Representatives are committed to helping you with your investment portfolio and product selection needs. Your CWF Representative will work with you to assess your goals and design and implement an investment program that works for you. This includes diversifying your investments, using a long-term perspective to maximize returns while reducing risk.

It's never too late, or too early, to begin planning for your future.