A simple and effective portfolio will typically consist of Canadian companies, US companies, International companies and Canadian bonds. And for sure, you can certainly add more diversification if you like. We likely all understand that the growth engine of the portfolio is the companies or stocks, but what about those bonds? I like to call […]
What is an Exchange Traded Fund?
For the average investor, the investment revolution began with the mutual fund. A mutual fund allows the average Joe or Jane to buy into the stock and bond markets. You are essentially owning a big basket of companies for growth, while the bonds help to reduce the risk of the investment portfolio. The problem with […]
What is index investing?
OK, perhaps one of the main reasons why most Canadians are still stuck in high fee mutual funds is because they don’t understand the concept of index investing, and how and why it is superior to the more active (and more expensive) style of investing. When speaking with investors I never assume they have extensive […]


