Canada's Bradley Roulston Financial Group offers a variety of investment options. If you reside or work in Canada and want to invest in the company's mutual fund, follow these steps.
Learn About and Invest in Roulston Mutual Funds
Start with an open mind: a mutual fund is just one of your many investment options. The Investment FAQ Web site can help you weigh mutual funds against stocks, bonds or other options (see the Resources section below).
Determine your objectives. The company manages both personal and corporate investments (such as employee retirement plans), but it typically requires an investment of $100,000 or more. Learn more at the Roulston Financial Group Web site (see Resources below).
Do not feel deterred if you don't have that kind of cash. The Bradley Roulston Financial Group is happy to work with clients of different incomes, particularly up-and-coming investors.
Order a prospectus. Determining if the Roulston mutual fund is right for you begins with a careful analysis of the fund's goals and performance.
Review the past performance of the mutual fund. Not all mutual funds are created equal. Make sure the Roulston mutual fund is not too aggressive for you.
Research fees. Most mutual funds have handling fees, and some also charge penalties for early withdrawals. Before you invest, read the fine print.
Hear the manager speak in person. Bradley Roulston lectures at universities and businesses across Ontario and British Columbia. He focuses on smart financial planning and investing in mutual funds.
Once you invest, monitor your portfolio and stay in touch with the Roulston Financial Group.
Keep cool. Mutual funds are long-term investments and the market will fluctuate; don't panic with every dip.
- The Roulston Financial Group requires a large initial investment compared with other mutual funds. Review the current minimums at the fund's Web site before you invest.
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