Mutual funds do not get a lot of love, even though they hold the lion’s share of retail investors’ assets in Canada. If you are like me and often peruse personal finance pages of the major Canadian newspapers (or more accurately, their websites), you will...
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A few years ago, a 30-ish man moved into a house across the street from us. Shortly after, we saw a large bin placed in the driveway and, based on the debris going in, it soon began to look like a good section of the...
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An Introduction to Investment Planning – Part 5.6 Is the ETF a Better Fund? Tax Efficiency Due to the differences in the way mutual funds and ETFs are created and redeemed, there tends to be bit more tax efficiency in the case of ETFs. Therefore, if you have...
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An Introduction to Investment Planning – Part 5.5 For decades the mutual fund has dominated the investment world of the average Canadian. You could walk into your local bank or credit union, get a recommendation from your friendly financial advisor, invest as little as $100, set...
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An Introduction to Investment Planning – Part 5.2 Within my larger series on investment planning, this is the second post on mutual funds. Mutual funds are popular investment vehicles for investors because they give you instant diversification in a single purchase and they can be bought...
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When I told a co-worker at my previous place of employment that I was going to open a fee-for-service, advice-only financial planning practice, her immediate response was, “Why should anybody pay for that? A financial advisor will do that for free!” Advice-Only Financial Planning: a small...
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