At the end of October 2019 Canadian ETF assets stood at $192 billion. With the recent and very robust markets it might be safe to say that assets have ‘crashed through’ that $200,000,000,000 mark. Yes, I like to write that number including all of the zeroes. That’s a lot of zeroes. That equals a lot […]
A look at the BMO Low Volatility ETF and mutual fund.
In 2019 BMO introduced a mutual fund option for their Canadian low volatility index. That ‘s thanks to the popularity of the BMO Low Volatility ETF – ticker ZLB. That fund has an incredible history of beating ‘the market’ and also delivering much better risk-adjusted returns. Think of it as winning by losing less. While […]
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 […]
Weekend Reads. IG (Investors Group) offers an embarrassing fee reduction.
As anyone who has ever crossed paths with Cut The Crap Investing would know, Canadians pay the highest mutual fund fees in the world or the developed world. We could argue about the studies and semantics, but does it really matter? Canadians routinely offer up half of their investment wealth to the big banks and […]
I’m calling from a bank, and yes, we’d like to make less money from you.
Yup, that was one of my ‘lines’ when I was an Advisor with Tangerine Investments. And it was not so much of a line as the honest truth as to why I was reaching out to clients who still owned the legacy, traditional high fee mutual funds that Tangerine originally offered. When Tangerine launched their […]
Most Canadian Investors want advice. Many could also use a Steadyhand.
I recently attended the Steadyhand luncheon in Toronto. They run these info sessions with regularity. If you’re in search of a sensible lower fee investment option and you’re in the area I suggest that you take them up on the offer of lunch and a very informative and passionate presentation. The lunch I attended was […]