When choppy market returns are accompanied by uncertainty and volatility associated with major world events, even the most experienced investors can find it difficult to tune out the noise and stay disciplined. In the last couple of months most stock markets around the world are mostly flat or down. Investors are awaiting the outcome of the US elections and whether […]
October was a mixed month, Canadian and European equities performed well while bond markets were weak. At the eleventh hour, a small region in Belgium held up the EU’s trade agreement with Canada but ultimately signed on.
On our website, anyone can submit a request for a portfolio review in which we look at the fees the client is paying and how well they are diversified. Most of the requests are from people that have a mutual fund account with a financial advisor at a bank or a mutual fund company. Tim Smith (not his real […]
If you’re looking to make some improvements to your financial situation, now is a great time to get started. Don’t wait until January to set your New Year’s Resolutions. Start your new year – and new financial habits – right now. And if you need some inspiration, we’ve compiled a list (in no particular order) of awesome Canadian personal finance experts […]
Despite all the headlines reminding us that September is historically the worst month for the stock markets, most were positive around the world. The Canadian government announced more changes that will affect insured mortgages and all future property sales under the principal residence exemption will have to be reported to CRA.
Choosing The Right Mortgage: Your Future is on the Dotted Line Selecting the right mortgage will likely be the single biggest factor in the successful financing of your home. Modern technology has presented more options than ever before; however, the sheer amount of information about mortgages available online can be overwhelming for experienced buyers, not to mention a first time homebuyer. […]
On our website, anyone can submit a request for a portfolio review in which we look at the fees the client is paying and how well they are diversified. Most of the requests are from people that have a mutual fund account with a financial advisor at a bank or a mutual fund company. Every month we will feature a […]
Investment fees are a hot topic these days. Up until recently the investment industry has done a poor job of disclosing their fees, and have assumed that their clients will read the materials they received on the funds they are sold. This lack of transparency allowed some firms to charge outrageously high fees for their services with their clients often […]
