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 […]
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 […]
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 […]