Did you know that we offer a valuable portfolio evaluation service?
We would be pleased to evaluate your existing investment portfolio, at no cost and no obligation.
We use software to analyze any portfolio’s risk-adjusted returns and compare them to our pension-style model portfolios.
Please visit: https://cwealth.ca/contact-us/ to connect with us.
We select best-in-class mutual fund managers particularly for their superior, long-term, risk-adjusted track records.
Please let your friends know that we can compare their performance to our CommonWealth Portfolios and they can decide for themselves how they want to invest!
The CommonWealth Team
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