Dollar Cost Averaging (DCA)
Investing can sometimes be beneficial, especially for those with a long-term perspective. Volatile markets are often seen as opportunities to …
HMAX: Hamilton Canadian Financials Yield Maximizer ETF
More information about this Exchange Traded Fund (ETF) is in its prospectus. Before investing, assess how the ETF aligns with your portfolio …
XQQ: iShares NASDAQ 100 Index ETF (CAD-Hedged)
More information about this Exchange Traded Fund (ETF) is in its prospectus. Before investing, assess how the ETF aligns with your portfolio …
The Best NASDAQ ETF in Canada (2024)
Over the past decade, the NASDAQ 100 index has emerged as one of the strongest performers in the stock market. …
VFV: Vanguard S&P 500 Index ETF
More information about this Exchange Traded Fund (ETF) is in its prospectus. Before investing, assess how the ETF aligns with …
XSP: iShares Core S&P 500 Index ETF (CAD-Hedged)
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Robo-Advisor
Financial advice often serves as an enabler of risk-taking, empowering individuals to make informed investment decisions. For those with limited …
The Best S&P 500 ETF in Canada (2024)
Billions of dollars are invested in Exchange Traded Funds (ETFs) designed to track the performance of the S&P 500, one …
Passive Investing
Passive investing is better suited to financial markets with certain characteristics and active investing to others. Passive investing attempts to mimic …
The Best Dividend ETF in Canada (2024)
Individuals seeking income frequently turn to a dividend ETF in Canada. These investments purchase dividend stocks and offer investors a …
Exchange Traded Fund (ETF)
The Exchange-Traded Fund (ETF) industry has been innovating seemingly nonstop since its creation in the 1990s. Starting with just a …
Treasury Inflation-Protected Securities (TIPS)
The market for U.S. Treasury Inflation-Protected Securities (TIPS) has grown steadily since their introduction in 1997. TIPS are marketable Treasury …
Confirmation Bias
Have you ever felt unsure about a purchase or personal matter and sought validation from someone you know who shares …
Loss Aversion
The pain we associate with a loss is much more intense than the reward felt from a gain. Although some …
Herding
In investing (and in life), we like to believe we act rationally. But we don’t always make decisions for the …
Currency Hedging
Investing in international assets can open up a world of investment opportunities not available domestically and can provide diversification benefits. …
Incapacity Planning
Physical and mental decline due to aging are a part of life. Like an up-to-date Will, a power of attorney …
Lifelong Learning Plan (LLP)
While a Registered Retirement Savings Plan (RRSP) is intended to help Canadian residents invest in their future, borrowing funds from …
Joint Accounts
Joint ownership (also referred to as “joint tenancy”) can be an effective means to transfer wealth between spouses or common-law …
Income Splitting Strategies
Income splitting is the loaning or transferring of money to a lower-income person (for example, a spouse, common-law partner or …
Power of Attorney
Physical and mental decline due to aging are a part of life. Like an up‑to‑date Will, a power of attorney …
Registered Retirement Savings Plan (RRSP)
The Registered Retirement Savings Plan (RRSP) is a registered Canadian investment plan that you can contribute to for retirement purposes …
Home Buyers’ Plan (HBP)
Under the federal government’s Home Buyers’ Plan (HBP), a first-time homebuyer can withdraw funds from their Registered Retirement Saving Plan …
Employee Stock Options
Stock options are agreements that provide one party the right—but not the obligation—to buy or sell a company’s shares at …
Registered Disability Savings Plan (RDSP)
The Registered Disability Savings Plan (RDSP) is intended to help people who receive a Disability Tax Credit (DTC) save for …
Registered Education Savings Plan (RESP)
The Registered Education Savings Plan (RESP) is a special investment account for your children’s post-secondary education using after-tax dollars. It …
Tax-Free Savings Account (TFSA)
What is a TFSA? The Tax-Free Savings Account (TFSA) program began in 2009. Any amount contributed to the TFSA, as …
Registered Retirement Income Fund (RRIF)
The Registered Retirement Income Fund (RRIF) is a tax deferral vehicle available to Registered Retirement Savings Plan (RRSP) holders. A RRIF account needs to …
Non-Registered Account
A non-registered account refers to an investment account devoid of special tax privileges. Any investment profits, including interest, dividends, fund …
Investing 101: The Basics of Investing For Beginners
There are many investment options available. To get started, here are a few questions to ask: Alternative investments. There are …
The Best Covered Call ETF in Canada (2024)
The covered call strategy is implemented by writing a call option contract while owning the equivalent shares of the underlying …
Understanding Volatility in the Stock Market
Although we can’t control the markets, we can control our response to them. Market volatility can feel unsettling, especially when …
First Home Savings Account (FHSA)
Work towards your goal of buying your first home with a First Home Savings Account (FHSA). The FHSA is a …
Understanding the Causes of Inflation
As the cost of living in Canada continues to rise, consumer purchasing power decreases. The average cost of groceries in …
XEQT: iShares Core Equity ETF Portfolio
You can find more details about this Exchange Traded Fund (ETF) in its prospectus. Before you invest, consider how the ETF …
CASH: Global X High Interest Savings ETF
You can find more details about this Exchange Traded Fund (ETF) in its prospectus. Before you invest, consider how the …
XIC: iShares Core S&P/TSX Capped Composite Index ETF
You can find more details about this exchange traded fund (ETF) in its prospectus. Before you invest, consider how the …
ZID: BMO MSCI India ESG Leaders Index ETF
You can find more details about this exchange traded fund (ETF) in its prospectus. Before you invest, consider how the …
ZLB: BMO Low Volatility Canadian Equity ETF
Track all markets on TradingView ZLB ETF Review BMO Low Volatility Canadian Equity ETF (ZLB) seeks to provide exposure to …
VDY: Vanguard FTSE Canadian High Dividend Yield Index ETF
VDY ETF Review The Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY) seeks to track the performance of a …
XEI: iShares S&P/TSX Composite High Dividend Index ETF
XEI ETF Review iShares S&P/TSX Composite High Dividend Index ETF (XEI) seeks long-term capital growth by replicating the performance of …
The Best Dividend Stocks in Canada (2024)
Investors love dividends, and it’s no secret that dividends can play a crucial role in long-term returns. Canadian dividend investing …
Estate Planning in Canada
As challenging as discussions around estate plans may be, having them can help ensure your objectives, assets and beneficiaries are …
Tax Planning in Canada
Most Canadians wish to contribute to society by paying their fair share of taxes and understand that the services provided …
Retirement Planning in Canada
It’s never too early to start saving for retirement. This may make saving and planning for retirement easier than starting …
Financial Planning in Canada
Financial planning covers a broad range of topics, and in the best cases brings them together in an orderly, integrated …
How to Make a Budget
Why Create a Budget? Do you find it challenging to save money or often wonder where it all goes? A …
Mutual Funds
What is a Mutual Fund? A mutual fund is an arrangement under which shares or units are sold to raise capital. Investors …
The Best Model ETF Portfolios (2024)
What is a Model Portfolio? Model ETF portfolios typically set target allocations for different asset classes. The financial product landscape …
The Best REIT ETF in Canada (2024)
A Real Estate Investment Trust (REIT) is an investment trust that specializes in real estate related investments including mortgages, construction …
The Best REITs in Canada (2024)
Canadian REITs offer an appealing investment option as they don’t require in-depth knowledge or direct management of properties, as is …
RetireCAN
Utilize this easy-to-use app to save time, pay less income tax and create your own perfect retirement plan. Determine how …
RetireMGN
Downloading our Canadian retirement planning app is your first step to potentially saving thousands of dollars on investment fees and …
InvestCAN
Utilize this easy-to-use app to save time, learn how to diversify your portfolio and reduce investment fees. Smarter investing is within …
InvestRESP
Downloading our apps is your first step to potentially saving thousands of dollars on investment fees and learning overall financial …
InvestUSA
Downloading our apps is your first step to potentially saving thousands of dollars on investment fees and learning overall financial …
Tickers
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What Type of Investing Content Do You Want?
I will be helping investors invest responsibly on their own. Please share any ticker symbols of any specific stocks or …
The Best Investing Books (2024)
The Best Stock Market Books for Beginners Trying to decide which investment books to read? Here is a collection of …
Stock
What is a Stock? A stock represents a share in the ownership of a company, including a claim on the …
The Best Money Market ETF in Canada (2024)
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IAUM ETF Review: iShares Gold Trust Micro
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SVR.C ETF Review: iShares Silver Bullion ETF
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HUZ ETF Review: Global X Silver ETF
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AVEM ETF Review: Avantis Emerging Markets Equity ETF
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NFTY ETF Review: First Trust India NIFTY 50 Equal Weight ETF
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The Best S&P 500 ETF in America (2024)
What is the S&P 500? The S&P 500, the Standard & Poor’s 500 Index, is a popular stock market index …
EDGF ETF Review: Brompton European Dividend Growth ETF
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SPGP ETF Review: Invesco S&P 500 GARP ETF
Track all markets on TradingView SPGP ETF Review Invesco S&P 500 GARP ETF (SPGP) is based on the S&P 500 …
ZST.L ETF Review: BMO Ultra Short-Term Bond ETF (AU)
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PFL ETF Review: Invesco 1-3 Year Laddered Floating Rate Note Index ETF
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TPRF ETF Review: TD Active Preferred Share ETF
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The Best Energy Stock in Canada (2024)
What is an Energy Stock? Energy stocks encompass companies engaged in the production, processing, and sale of energy products, including …
XWD ETF Review: iShares MSCI World Index ETF
XWD ETF Review iShares MSCI World Index ETF (XWD) seeks to provide long-term capital growth by replicating, to the extent …
The Best Communication Stock in Canada (2024)
What is a Communication Stock? A communication stock typically refers to a publicly traded company in the telecommunications and media …
UAL Stock Analysis: United Airlines Holdings, Inc.
UAL Stock Analysis United Airlines Holdings, Inc. (UAL) provides air transportation services in North America, Asia, Europe, Africa, the Pacific, …
META Stock Analysis: Meta Platforms, Inc.
META Stock Analysis Meta Platforms, Inc. (META) develops products that enable people to connect and share with friends and family through …
WFC: Wells Fargo & Company
WFC Stock Analysis Wells Fargo & Company (WFC) a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial …
V Stock Analysis: Visa Inc.
V Stock Analysis Visa Inc. (V) operates as a payment technology company in the United States and internationally. The company …
JPM Stock Analysis: JPMorgan Chase & Co.
JPM Stock Analysis JPMorgan Chase & Co. (JPM) operates as a financial services company worldwide. It operates through four segments: …
HAL Stock Analysis: Halliburton Company
HAL Stock Analysis Halliburton Company (HAL) provides products and services to the energy industry worldwide. It operates through two segments, …
HD Stock Analysis: The Home Depot, Inc.
HD Stock Analysis The Home Depot, Inc. (HD) operates as a home improvement retailer in the United States and internationally. It …
F Stock Analysis: Ford Motor Company
Ford Motor Company (F) is in the auto manufacturing industry which belongs to the consumer discretionary sector. Ford was founded by Henry Ford in…
AMZN Stock Analysis: Amazon.com, Inc.
AMZN Stock Analysis Amazon.com, Inc. (AMZN) engages in the retail sale of consumer products, advertising, and subscriptions service through online …
ABNB Stock Analysis: Airbnb, Inc.
ABNB Stock Analysis Airbnb, Inc. (ABNB) operates a platform that enables hosts to offer stays and experiences to guests worldwide. The …
T Stock Analysis: AT&T Inc.
T Stock Analysis AT&T Inc. (T) provides telecommunications and technology services worldwide. The company operates through two segments, Communications and …
VZ Stock Analysis: Verizon Communications Inc.
VZ Stock Analysis Verizon Communications Inc. (VZ) engages in the provision of communications, technology, information, and entertainment products and services …
NFLX Stock Analysis: Netflix, Inc.
NFLX Stock Analysis Netflix, Inc. (NFLX) provides entertainment services. It offers TV series, documentaries, feature films, and games across various genres …
GOOGL Stock Analysis: Alphabet Inc.
GOOGL Stock Analysis Alphabet Inc. (GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, …
The Best Dividend ETF in America (2024)
What is a Dividend ETF? Dividend ETFs invest in stocks with higher yields. These individual corporations are mature companies that …
DIS Stock Analysis: The Walt Disney Company
DIS Stock Analysis The Walt Disney Company (DIS) operates as an entertainment company worldwide. It operates through three segments: Entertainment, …
TSLY ETF Review: YieldMax TSLA Option Income Strategy ETF
TSLY ETF Review YieldMax TSLA Option Income Strategy ETF (TSLY) is an actively managed fund that seeks to generate monthly …
ROST: Ross Stores, Inc.
ROST Stock Analysis Ross Stores, Inc. (ROST), together with its subsidiaries, operates off-price retail apparel and home fashion stores under …
TD: The Toronto-Dominion Bank
TD Stock Analysis The Toronto-Dominion Bank (TD) provides various financial products and services in Canada, the United States, and internationally. …
MSFT: Microsoft Corporation
Microsoft Stock Analysis Microsoft Corporation (MSFT) develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes …
ATD: Alimentation Couche-Tard Inc.
ATD Stock Analysis Alimentation Couche-Tard Inc. (ATD) operates and licenses convenience stores in North America, Europe, and Asia. It offers …
SHOP: Shopify Inc.
SHOP Stock Analysis Shopify Inc. (SHOP) a commerce company, provides a commerce platform and services in Canada, the United States, Europe, …
AQN: Algonquin Power & Utilities Corp.
AQN Stock Analysis Algonquin Power & Utilities Corp. (AQN) operates in the power and utility industries in the United States, …
BMO: Bank of Montreal
BMO Stock Analysis Bank of Montreal (BMO) provides diversified financial services primarily in North America. It operates through Canadian P&C, U.S. …
SLF: Sun Life Financial Inc.
SLF Stock Analysis Sun Life Financial Inc. (SLF), a financial services company, provides savings, retirement, and pension products worldwide. The …