The ETF: What is it?

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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Announcement: FINPLAN30

A No-Cost No-Obligation Financial Planning Conversation About Almost Anything in 30 Minutes   What are your resolutions for 2020?   Might any of them be to tackle some burning financial questions?   If so, consider reaching out to me for a quick 30-minute conversation about that question.   FINPLAN30 conversations are 25 minutes...

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The Wide World of Mutual Fund Categories

An Introduction to Investment Planning – Part 5.4 Diversification is one of the main benefits of mutual funds. With one purchase you can buy a piece of a wide variety of securities. Nevertheless, some mutual funds are quite narrowly focused and should probably be complemented by...

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What a load of … fees!

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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Should I prefer Preferred Shares?

Introduction to Investment Planning – Part 3 Stocks and bonds are the two most common categories for investments, at least for the average “retail” investor like you and me. You may have heard about preferred stock (or shares – the terms are interchangeable) but have wondered...

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What is a Fixed Income Investment?

Introduction to Investment Planning – Part 2.1 Bonds are fixed income investments “Stocks and bonds”: These are the basic building blocks of an investment portfolio. I will write about stocks in an upcoming post, but after my discussion of cash or cash-like assets (e.g., savings accounts) in...

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