This week I had the pleasure of heading to the SiriusXM studios in Toronto. I taped a podcast for moolala with all-things-money superstar Bruce Sellery. It is a quick and punchy podcast appearance. But I wish I’d thrown more punches. Not at Bruce, he’s a wonderful man. Here’s what I should have said on moolala. […]
Be careful when you transfer investments to a Canadian Robo Advisor.
Off the top, I think it’s a great idea. That is, when you transfer investments to a Canadian Robo Advisor. You will gain access to well diversified low fee investment portfolios. You will have access to investment advice and planning of various levels. Compared to high fee mutual funds it’s a no-brainer. Over longer periods […]
Canada’s national newspaper offers Canadian Robo Advisor Wealthsimple some tough pills to swallow.
It’s a crushing piece. And the facts might be a tough to read for many on the ‘other side’ of that article. These are some tough pills to swallow. In the Globe this Saturday February 8th, Clare O’Hara and Tim Kaladze simply suggest that Canadian Robo Advisor Wealthsimple is a flop. From that article … […]
Wealthsimple and Questrade are winning the ad wars this RRSP season.
Over the last few years Wealthsimple and Questrade have been a wonderful one-two punch. Both companies are aggressive marketers. And what might be effective is that Wealthsimple and Questrade go at the advertising from two different sides. Wealthsimple is more emotional and empowering. Questrade goes hard at the wealth destroying effect of high fees. In […]
A look at Tangerine Portfolio performance.
Yes, it’s that time of year when we see performance updates. We are are also bombarded with mostly useless ‘picks’ and projections for the future. That’s also known as guesswork. All we know is the past. And ironically, almost all investment decisions are based on the past and present. Yes, we can learn from the […]
Tangerine Investment Funds milestone on Weekend Reads.
I’ve been waiting for this for quite some time. Tangerine Investments has cracked the $4 billion mark in AUM – Assets Under Management. Tangerine Investments is a wonderful option for Tangerine clients. In fact, I’d suggest that it’s a wonderful option for most who are stuck in high fee mutual funds. Why not try some […]