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RRSPs

A woman reads an article online about her options as a long-term investor

Ask a Planner

Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

Is now the time for a long-term investor to abandon stocks?
To symbolize the Fed's rate hike in the U.S., US bills fly in the air in front of an American flag

Investing

Making sense of the markets this week: December 18, 2022

The Fed follows Canada’s 50-bps rate hike, Musk and BMO are sellers and one way to position a portfolio...

Making sense of the markets this week: December 18, 2022

Investing

Switching from mutual funds to ETFs

Switching from mutual funds to ETFs
Young woman using a laptop in her living room

ETFs

Which type of ETF investor are you?

Which type of ETF investor are you?

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Woman sits at her laptop and makes notes in a notebook

ETFs

What seasoned investors look for in an ETF prospectus

What seasoned investors look for in an ETF prospectus
Young woman smiles at her laptop in an office

ETFs

How to choose ETFs for your investment portfolio

How to choose ETFs for your investment portfolio
Scenes of a stock exchange to show what direct indexing is trying to mimic

Retired Money

What is direct indexing? Should you build your own index?

If you’re wealthy enough to be retired or semi-retired, you’re probably well positioned to consider a hybrid investing strategy...

What is direct indexing? Should you build your own index?
Photo of a woman reading the Franklin Templeton Annual Returns of Key Asset Classes for Canadian investors.

Retired Money

Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors

Our Retired Money columnist talks of the importance and lessons investors can glean from Franklin Templeton’s charts of Annual Returns of...

Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors

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A man drinks from his coffee while reading about U.S. withholding tax rules on his computer

Ask a Planner

Do you pay withholding tax on U.S. ETFs?

A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a foreign tax...

Do you pay withholding tax on U.S. ETFs?

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