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Portfolio Makeover

Index Funds

Unwrap portfolio with index mutual funds

The McEvers want to reduce their portfolio fees in order to save more for retirement.

Unwrap portfolio with index mutual funds

April 2014

Redemption from redemption fees

Rob and Christine are clients of a well-known investment firm but they want lower MERs. Should they bite the...

Redemption from redemption fees

February/March 2014

Challenge your financial planner

David and Lisa Skelly are concerned their portfolio isn’t aggressive enough, but they’re not getting much feedback from their...

Challenge your financial planner

February/March 2014

Find a low-fee investing strategy

Bryn and Ruby want to simplify their portfolio.

Find a low-fee investing strategy

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February/March 2014

Manage various RRSP accounts

Darlene and Bill Stymie hold various RRSP accounts and don’t have a clear sense of how effectively their investments...

Manage various RRSP accounts

February/March 2014

Investing for the future without a pension plan

Rose's conservatism is holding her back.

Investing for the future without a pension plan

December/January 2014

Can ETFs recoup his stock losses?

At 28, Isaac Arnold makes good money as a flight paramedic. After watching several junior resource stocks in his...

Can ETFs recoup his stock losses?

December/January 2014

From stock-picker to indexing purist

Newlywed Emily Li wants her investments to work harder.

From stock-picker to indexing purist

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Investing

Assuring income for an aging mom

How to generate the cash flow Gordon's mother needs.

Assuring income for an aging mom

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