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Mutual Funds

Financial Planning

New transparency rules for advisers coming

What matters is what you do with the new information

New transparency rules for advisers coming

Ask a Planner

Should I get out of my high-fee mutual funds?

Keith is considering a move to a new investment adviser in search of lower fees

Should I get out of my high-fee mutual funds?

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Minimize investment fees to improve returns

Here's a great tool for keeping your focus on the fees you're paying.

Minimize investment fees to improve returns

Columns

How millennials can get rich slowly—really!

A terrific and short read for just about any investor.

How millennials can get rich slowly—really!

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BMO

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BMO launches Series D mutual funds

BMO sets investment minimums at $500 and MER at 0.85%.

BMO launches Series D mutual funds

April 2014

Teams boost mutual fund returns

Teams funds require consensus and debate.

Teams boost mutual fund returns

February/March 2014

Reduce the sting of the DSC

Taking the hit on mutual fund DSCs is usually worth it if you’ve decided to manage your own money...

Reduce the sting of the DSC

February/March 2014

Canada’s Best Mutual Funds for 2014

Prior picks have out performed their peers for over a decade.

Canada’s Best Mutual Funds for 2014

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ETFs and mutual funds will co-exist for some time yet

It's not an either/or issue between ETFs and mutual funds.

ETFs and mutual funds will co-exist for some time yet

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