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 And Who Are The Canadian Robo Advisors?
Most investors want or need investment advice. I learned after many decades in and around the industry, including over 5 years as an advisor at Tangerine Investments. Canadians are not all that interested in their investments. Nope, folks are more interested in making money and well, living. So most need, or seek advice. Unfortunately most […]
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 […]


