Based on a portfolio with a current balance of $100,000 and annual contributions of $10,000 over 25 years. We assumed total fees of 1%-0.50% for Matco and 2% for other mutual funds. 2% is the average cost of equity mutual funds in Canada. Example is calculated based on average MER (management expense ratio) for all Matco Funds for the last 3 years of 0.15% for a total cost of 1.15%–0.65%. An average market return of 5.8% is assumed. All returns data are hypothetical and for illustrative purposes only. Returns are not indicative of expected or estimated return rates.

All information and commentary provided is for illustration purposes only and is not investment advice or recommendations.