This week I helped a friend invest their entire RRSP portfolio at Questrade. It was a significant sum given that he had been adding to this portfolio for decades. He is now comfortably invested in VBAL, that one ticket portfolio from Vanguard. He had been paying some very high mutual fund fees and was receiving […]
The 3 Most Common Mistakes of Canadian Investors.
This is a guest post by invitation, from financial planner Graeme Hughes… During the course of my financial planning career, I was privileged to help hundreds of families work to achieve their financial goals. Talking to families about what they really wanted in life, and how they planned to go about getting it, was by […]
The Canadian Stock Market – Safe Haven For Stock Pickers?
This is a guest post by passionate investor Mike Heroux who authors The Dividend Guy Blog. I must tell you, since Dale started this blog, I’ve been a fan. While we are very different in many ways; we share something in common: the urge of sharing our investment knowledge and to make sure investors don’t […]
BMO InvestorLine adviceDirect. Co-pilot for the Self-Directed Investor.
As I had outlined in my review of BMO SmartFolio BMO Wealth offers a full suite of online offerings. Auto Pilot – SmartFolio Co Pilot – BMO InvestorLine adviceDirect Fly Solo – BMO InvestorLine Self-Directed Today we’ll look at BMO InvestorLine adviceDirect the Co Pilot option that is designed for self-directed investors who want some […]
The TFSA is not working on Weekend Reads.
While the TFSA accounts are very popular that does not mean that they are being embraced or used to the fullest. This week Rob Carrick of the Globe and Mail penned TFSA’s have been a disappointment in getting Canadians to save more. Rob references a recent study published in the Canadian Tax Journal that looked […]
Adding Canadian and International REIT ETFs to your portfolio.
You’ll notice that in the ETF Model Portfolio page on Cut The Crap Investing I first offer up the core portfolios with the traditional building blocks of Canadian, US and International stocks supported by a broad basket of Canadian bonds. That’s a core approach embraced by many self-directed investors. You’ll even see that simple asset […]