Guiding you along your financial journey
Should You Commute Your Pension? Question. I’ve just left my employer, and received some documents regarding my pension. In particular, I have to make a selection between 2 options – pension or commuted value. First, can you tell me what this means? And second, can you help me decide what the right choice is for me? Answer. Great question, and […]
June saw most equity markets rebound from their May declines. Despite the volatility, most equity markets remain up double digits for 2019.
May saw most equity markets give back some of their gains from the previous few months. REITs and bonds helped to offset some of those losses.
April saw the continued climb for many markets from their December 2018 low, and nearly all have now fully recovered those losses. This month our commentary section features one of our portfolio managers, Gordon Ross.
Good performance in March capped off a strong first quarter, completing the recovery from the decline in the fourth quarter of 2018.
While December 2018 was the worst December in 25 years, January was the best January in 25 years.
Question. My investments are currently at one of the banks. I have been reviewing my portfolio and how it has performed over the last few years, and I am unhappy with the performance. I have done my homework and my due diligence, and I have decided that I am ready to transfer my investments over to ModernAdvisor and become a […]
Question. I have an RESP with another company. We signed up and opened the account when my daughter was born. Last week, I contacted the company to initiate a transfer, and I was told that I would be charged over $4,000 in fees! I feel like I’ve been totally misled and I’m furious. Why is this happening? Are all RESPs […]
