November 20, 2018

The mid-year 2018 SPIVA report on Canada is available.  It paints a damaging picture for active managers.

Active investment management attempts to outperform the market return through superior research, analysis and tactics.  Passive managers attempt to replicate the re...

November 17, 2018

GICs have a place in any portfolio, especially RRSP and derivative accounts and TFSAs.  If they fit in your portfolio it is essential that you get the highest interest rate.  This can be certain through an online brokerage account.  First, let’s talk about the interest...

November 13, 2018

Consider this.  A young man and woman both have a sense of family and future family.  They are both 25 years old and just starting their careers.  They decide to devote their TFSA accounts to passing wealth on to the next and future generations.  They decide to contrib...

November 11, 2018

All funds have a document described as a fund fact.  The fund fact gives fundamental information about the fund.  It doesn’t give all necessary information, but it does give total cost.

We will have a look at RBC Canadian Equity.  The fund is managed by RBC Global...

November 3, 2018

Since the beginning of the October to the low point of October growth (equity) markets around the world have fallen roughly 10%.  The safety portfolio, such as a GIC or short-term bond ETF like Vanguard Canada’s VSB, is flat.  So, the growth portion of a portfolio has...

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