10% Free

Convert your investments without all the cost

WHAT IS IT?
Ten per cent free is a strategic portfolio service that allows you convert up to 10% of your investment annually in a deferred sales charge mutual fund without incurring any sales charges.

THE BENEFITS
Realign your portfolio - The merging of fund companies may affect the investment style or risk level of the mutual funds you own. If this happens, it's important to determine if you're funds are still in line with your investment goals. The ten per cent free provision gives you the opportunity to convert your funds into an alternative investment that better reflects your objectives.

Position for profits - If your mutual funds have shown a profit, it may make good financial sense to sell. By using the 10% free option, you can pocket your profit today — without a sales charge reduction. Now you are able to reinvest that profit by buying low and positioning yourself for future gains.

Reduce risk - A diversified investment portfolio is the best way to reduce risk — by not putting all your eggs in one basket. Making use of 10% free is an effective way to distribute your funds among a variety of different investments. This way, your portfolio minimizes the downside of one investment by taking advantage of the upside of another.

A FLEXIBLE APPROACH TO INVESTING
The ten per cent free strategy can be used as an ongoing way to keep your investments on track. Ensure you're making the most of your investments and enjoy the flexibility to convert funds as you see fit — without getting hit with service charges. Visit your MGI Financial advisor for more information on this and other investment and insurance opportunities.