Articles

The investment of choice for most Canadians is mutual funds. If you own a mutual fund this column might be of particular interest.  There are endless numbers of mutual funds to choose from and most investors are aware of that. What most investors are not aware of is how often mutual funds are closed down. … Mutual funds Survivorship

The momentum to change the way mutual funds are purchased hit an unexpected roadblock. Ontario Finance Minister Vic Fedeli recently announced that the new conservative government did not agree with reforms proposed by the Canadian Securities Administrators (CSA). The CSA is the umbrella group for all provincial securities commissions. Six years ago, they started an … Ontario does not support banning DSC fees

Have you ever wondered why so many people are stressed about money and material things?  The almighty dollar seems to be front and centre in people’s everyday lives. We all seem to want more.  This weekend we celebrate Thanksgiving. A time to look back and be thankful for all we have.  For some, the occasion … Making the most of Thanksgiving

I encourage investors to become familiar with publicly available facts and figures, and use the information to direct their investment strategy. Find out what works and what does not work and act accordingly. One of the best sources of investing evidence is provided by the SPIVA® Canada Scorecard and is available online. SPIVA® stands for … Evidence-based investing is highly recommended

In many cases, people who don’t have a will are knowledgeable individuals with financial and real estate assets that will need to be distributed upon their demise. Most people without a will clearly understand they should have one. They have understood this for years but have done nothing about it. I find that curious.  The … Do you have an up-to-date will?

Parents… it’s time to get serious about your children’s education. September is back to school month and probably the time of year parents focus the most on education. Summer vacation abruptly comes to a close and children are launched into their next academic year. Most Canadians take great pride in education and see the advantages … Parents need to save for their children’s education