According to this National Post column, Canadian investors are beginning to understand long term damage of high mutual fund fees. How about advisors? According to recent study titled, “The Misguided Beliefs of Financial Advisors”, not so much!... Read More

“The Misguided Beliefs of Financial Advisors”, a recently released study of two “anonymous” Canadian mutual fund dealers (over 4000 advisors, half a million clients) finds Canadian advisors recommend investments that underperform the market by 3% annually. No news here. The... Read More

It is easy to see why Canadians are increasingly investing through Exchange Traded Funds (“ETFs”). In fact, Canadian ETF sales were up over 50% in 2017 bringing total outstandings to almost $150 billion. But why do millions of Canadian investors... Read More

Who would advise you to pay 35 times as much for a fund that looks similar to others available through the same institution? Check out my column in www.MoneySense.ca.... Read More

You can buy mutual funds through your local bank branch, broker, insurance agent, advisor, etc. Exchange Traded Funds (ETFs) are easily accessible through online discount brokers. Both mutual funds and ETFs hold stocks or bonds on behalf of investors, but... Read More

Would you sign a contract to buy a new car or a new home without knowing the price? Of course not. Before committing to a major purchase, you want to be sure the cost is reasonable. Buying investment products should... Read More

Check out this National Post article from Wanda Morris, Vice President of Advocacy at CARP (formerly known as the Canadian Association of Retired Persons). Wanda simply describes how a little math can add up to a big chunk of your retirement savings!... Read More

Check out this Globe and Mail article on my formula for boosting investment returns…….   Hold blue chip stocks and/or broad indexes. Take a long term view. Minimize costs. Ignore the “noise”.... Read More

“A 50% raise!! How would that feel? What would it mean to you and your family over the next 20 years? How about a 50% pay cut? How would that change your life over the next couple of decades? How... Read More

Click here to listen to Bruce Sellery and me talk about why T-Rex Scores matter.... Read More