Will Canadians ever embrace the Robo Advisors in a meaningful way? While the growth rates are impressive the total assets under management is disappointing. The Robo option might be ‘the answer’ for the majority of Canadians but it has failed to attract considerable assets. There is several billion dollars invested in the Canadian Robo Advisors. […]
Weekend Reads. Using factor based ETFs as a core holding.
I recently looked at BMO’s Low Volatility ETF, ticker ZLB. The investment approach or methodology is also available as an F-series mutual fund. The post created great interest. What’s not to like with a brief history of better returns with less risk? But does the fund make for a suitable core Canadian equity investment? Original […]
Find your own version of financial freedom.
I am currently enjoying the best part of financial freedom or financial independence. I am travelling with my daughter; we’re in England taking in all of the history and ancient buildings and castles and wonderful architecture. We’re also spending some priceless time with family. I am a half-Brit. We just returned from a day at […]
Weekend Reads Starring The Big Short on Canadian Banks.
Have you seen the movie The Big Short? It’s a great film even if you have little interest in the financial markets. It’s akin to Bohemian Rhapsody being a great film even if you are not a fan of Queen or Freddie Mercury, The Big Short centers around the US financial crisis that took down […]
Cream and sugar and tens of thousands of dollars for first-time home buyers in Weekend Reads.
Yup, for first-time home buyers, Budget 2019 was a sweet deal. The Canadian Federal Budget 2019 served up several measures to help first-time home buyers. Off the top some cold hard cash to the tune of tens of thousands of dollars. The monies will be made available by the CMHC, the Canadian Mortgage and Housing […]
New Year’s Resolutions For Your Financial Health.
Yup, it’s that time of year when we make resolutions; also known as promises to ourselves that we are not likely to keep. I think the key is to make sensible resolutions that are reasonable and easy to keep. Many will make New Year’s Resolutions that involve personal health. The most popular being lose weight, […]