20210618_DOWealth_HorizontalWonB copy.png

Trick or Treat?

Decoding your investment returns

Many investors calculate their investment growth using book value instead of net invested amount. It’s a common mistake but the source of much confusion for investors. We hope this short video provides some clarity on investment growth vs. book value and the impact of distributions.

Decoding your investment returns.

THIS UPDATE PROVIDED BY

EdgePoint Wealth Management Inc.

500-150 Bloor St. W., Toronto, ON M5S 2X9


DISCLAIMER: The contents of this communication, including any attachment(s), are confidential and may be privileged. Any distribution, use or copying of this e-mail or the information it contains by other than the intended recipient(s) is unauthorized. If you are not the intended recipient (or are not receiving this communication on behalf of the intended recipient), please notify the sender immediately and delete or destroy this communication without reading it, and without making, forwarding, or retaining any copy or record of it or its contents.


This communication has been provided strictly for information purposes only. Any reference(s) made regarding a particular security or issuer is not intended to be investment advice about the merits of investing directly in the issuer. Investors should read the prospectus and seek the advice of a qualified professional prior to making any investment decision.

MUTUAL FUNDS PROVIDED BY LP FINANCIAL PLANNING SERVICES LTD.

WHITE_Horizontal.png

Access your LP Financial Planning Services WebConnect account here. If you need assistance accessing your account, please contact our office.

facebook-64.png
DO_Black copy.png

© 2021 DOELL OSMAK Wealth Management Ltd. All rights reserved.