Are You A DIY Investor?
Direct fund investing, without an intermediary to advise you, is not for everyone In the five-plus years that the mutual funds regulator has forced all…
How To Ditch Your Advisor and Become a DIY Investor
Interview with Dan Bortolotti the Canadian Couch Potato on how to break up with your financial advisor and invest your money in ETFs and index…
5 Reasons to Convince Your Parents to Get Out of Mutual Funds
We’ve all probably met a financial advisor who told us to buy a “balanced mutual fund,” and hard sold their own company’s “top performing” fund….
Newly Wealthy Clients Need Help with Shifting Priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity A client who receives a significant sum…
Canadians Should Get Used to Idea of 3% Interest Rates: Poloz
Bank of Canada Governor Stephen Poloz reiterated key themes from last week’s interest rate hike decision, including the need to return borrowing costs back to…
There Are Better Ways To Defend Against Rising Rates than Paying Down Your Mortgage
Mortgage debt is the best debt. Remember that if you’re freaking out about having to renew a big mortgage at a time when interest rates…
The Debate Over CRM3
Growing resistance to the MFDA’s plan to increase disclosure THE INVESTMENT INDUSTRY is divided sharply over the prospect of the Mutual Fund Dealers Association of Canada’s…
New Mandatory Risk Rating Is Misleading Canadian Investors
Canadian securities regulators may be putting investors at risk. They implemented a new mandatory risk weighting system in September 2017 based on 10-year Standard Deviation….
The Most Popular Online Brokerage for DIY Investors
The way Canadian investors use online brokerages varies greatly across the different platforms Competition can make everyone better, and that’s certainly true in the discount brokerage…
Poverty in Canada
The Angus Reid numbers show the demographic breakdown of the different groups change along age and gender lines. (CBC) More More than a quarter of…