One of the biggest challenges for new advisors is determining how they’re going to invest their clients’ money. And while picking investments for one client isn’t that hard, picking investments for ...

Three ways for Canadians to create a basic low-fee, low-maintenance investment portfolio, with sample asset-allocation models. But before we dive into these further, an important note. The following ...

Markets have been anything but predictable in 2025. From sharp swings triggered by tariff negotiations to persistent inflation and interest rate uncertainty, Canadian investors are navigating one of ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Understand how to build a portfolio to protect your savings and manage the effects of rising inflation effectively.

You can build a couch-potato portfolio in three simple ways—using index mutual funds, index ETFs, or asset-allocation ETFs. But before we dive into these further, an important note. The following ...

“Advanced couch potato” anything might sound like an oxymoron, but hear us out. First, couch-potato investing is not just for people who hate investing. Lots of smart investors have recognized that ...