Living off of the dividends in retirement is a popular concept and a very popular approach for many retirees. There is a comfort level that comes with not having to sell shares to produce income. But is it a wise strategy? Or does this leave money on the table? As many of my readers will […]
Retirement Funding: Making The Most Of GIS and CPP Benefits.
This is a guest post by invitation, from Graeme Hughes, PFP. Thanks to Graeme, this is a wonderful follow up post to The 3 Most Common Mistakes of Canadian Investors. Over to Graeme … Canada’s tax and benefits system is a convoluted tangle of programs, rules and exceptions that can be a genuine challenge to […]
iShares Adds Three One Ticket Asset Allocation Portfolios.
The momentum continues for the game-changing One Ticket Asset Allocation Portfolios. Yesterday we saw three new funds introduced by iShares and an actively managed fund from CI Investments. iShares likes to refer to them as multi-asset ETF solutions. From Pat Chiefalo, the head of iShares Canada. “We know investing can be complicated, but it doesn’t […]
Real advisors will not be intimidated by those wonderful Questrade commercials.
You’ve likely seen those Questrade TV commercials. They shine a light on the high fees that Canadians pay for their investments . The campaign shows several break up scenarios where investors are saying goodbye to their advisor and the accompanying high fees. It was nice to see this article and headline in the Globe and […]
Cashing in with our Tangerine Cash Back Credit Card.
It’s certainly more important to get the big things right in the wealth building process. We get rid of our high interest debt, we get our spending under control so that we can save and invest in a low-fee manner. And we should take all ‘free’ monies as we do with our no-fee Tangerine Cash […]
How to place buy and sell orders for your ETFs.
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 […]






