September 25, 2007 09:00 ET

Portfolio4less.com Expands Operations by Opening Ontario Office

In direct response to investor’s needs for representation in Ontario, portfolio4less.com opens Unionville branch office.

Attention: Business/Financial Editor, Tech/Telecomm Editor VANCOUCER, BRITISH COLUMBIA--(Marketwire - Sept. 25, 2007) - Already a proven leader in portfolio design and low cost investing, portfolio4less.com is adding to its ability to service clients nationally by setting up an office in Canada's largest market.

Effective immediately, Russ McAlpine will lead the day-to-day operations of the Unionville branch. The decision to open the Ontario office is the realization of a goal that was put in place at the inception of portfolio4less.com in 2004, and the addition of Mr. McAlpine to the portfolio4less.com team is a natural fit.

As a proponent of fair investing, Mr. McAlpine was drawn to portfolio4less.com because of its unique position in the marketplace. Mr. McAlpine's alignment with the portfolio4less.com philosophy and vision makes him a natural fit to drive our expansion into the Ontario market.

"I've long been a believer that Canadians deserve a better choice when it comes to investing and client service. I'm thrilled to announce that I'm joining what my research indicates is a company that clearly understand investors needs. Finally, there is a company that provides a solution and offers a real alternative to investors." says Mr. McAlpine. "I've closely followed their success and performance for some time and because of their ability to excel at both, I am excited to be part of the portfolio4less.com family."

The minimum account size is $50,000, and accounts can be transferred easily and effectively by visiting the portfolio4less.com website and following the straightforward instructions. Mutual funds are bought and sold through FundEX Investments Inc., which currently has over 500 representatives nation wide and over $11 billion in assets.

Paul DuMoulin and Tracey Dunnet founded Portfolio4less.com in Vancouver 2004. Their approach to providing potential clients the ability to receive a free on-line comparison of their current investments has proven to be an invaluable resource to investors. All their portfolios are sold on a "no-load" basis, which makes their business plan unique within the industry.

The foregoing is for general purposes only and is the opinion of the writer. This information is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. However, please contact www.portfolio4less.com to discuss your particular circumstance.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurance that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated.
Labour Sponsored Funds have tax credits that are subject to certain conditions and are generally subject to recapture, if shares are redeemed within eight years. Mutual Funds Provided Through FundEX Investments Inc.


Contact Information

  • Paul DuMoulin CFP, portfolio4less.com
    Primary Phone: 604-257-4745 ext. 3
    Secondary Phone: 604-313-3586
    Toll-Free: 866-466-4745
    E-mail: portfolio@portfolio4less.com