In October of 2018 Questrade, Canada’s fastest-growing discount brokerage, changed the name of their Portfolio IQ Robo Advisor service to Questwealth Portfolios. At the same time they shocked and rocked the Canadian Robo Advisor world with the lowest fee structures for portfolios below the $400,000 range. Here’s that rock ’em sock ’em fee chart. Keep […]
The Greater Income Model ETF Portfolio.
The goal of this portfolio is provide a nice combination of potential capital appreciation in concert with some very generous income. The capital appreciation and (potential of) increasing income will be provided by the Canadian and US High Dividend index funds. The real estate component will hopefully deliver on the capital appreciation and income sides […]
WealthBar review: get treated like you’re rich, even when you’re not.
WealthBar is a unique offering in the digital investment management space in Canada. Yes, they are often called ‘Robo Advisors’ but that is not necessarily an accurate moniker and it brings up images of robots as advisors, and a lack of human contact. That’s certainly not the case. These investment companies simply use technology as […]
Retirement Income For Life: Getting More Without Saving More.
I was going to put on my advertising copywriter hat and create a deliciously funny or interesting or witty headline, but sometimes the simple truth can do the talking. The title of Frederick Vettese’s retirement book says it all. And who doesn’t want to get more with less? And that is the general theme of […]
How the Robo Advisors will likely trump human advisors in the next market correction.
First off if the term Robo Advisor sounds like a scary ‘foreign’ concept you might want to start with this post What And Who Are The Canadian Robo Advisors? The Robo Advisor phrase was imported from the US where the Robo concept was first popularized by companies such as Betterment. If you ask the Chief […]
Beat the market with the Greater Growth ETF Model Portfolio.
Yes, it’s possible to beat the market, historically. Keep in mind as always that past performance does not guarantee future returns. That said, the factors that allowed an investor to historically beat the market are just simple themes that are likely to be repeated over long periods. And that ‘longer periods’ mention is more than […]