Tag Archives: investment fees
Exchange Traded Funds: Everything You Wanted to Know But Were Afraid to Ask
By Daniel Evans, CFP® & Investment Coach Most Canadians are very familiar with mutual funds. In simple terms, a mutual fund is made up of a collection of individual stocks, bonds or other securities chosen by a fund manager with the … Continue reading
Posted in Financial Literacy, For your information, Investing
Don’t Let Misconceptions Hurt Your Investment Portfolio
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada The volume of financial advice at our fingertips is unprecedented. Through the phones in our pockets, we have access to newspapers, magazines, financial blogs, podcasts, videos and hundreds of books from financial … Continue reading
Posted in For your information, Investing, Money Coaching, Retirement savings
Investment Fees Matter… More Than You Think
By Karin Mizgala, Co-Founder and CEO Money Coaches Canada Canadians have a reputation for being polite. Maybe that’s why for years we’ve put up with investment fees that were confusing, often hidden, and higher than necessary. But polite doesn’t necessarily … Continue reading
Posted in Financial Literacy, Investing, Money Coaching, Retirement savings
I’m Fed Up with Paying High Fees; Should I Manage My Own Portfolio?
By Karin Mizgala, Co-Founder and CEO It’s been over a year since the Canadian Securities Administrators (CSA) implemented phase 2 of the Client Relationship Model, known as CRM2. If you have investments, you will have received two reports in 2017; the … Continue reading
Posted in Investing, Money Coaching, Retirement savings
My Financial Advisor is Making More from My Investments Than I Am; What Should I Do?
By Karin Mizgala, Co-Founder and CEO, Money Coaches Canada To say that many Canadians are cynical and wary of advice from the financial industry would not be overstating the situation. The idea of hidden fees and commissions buried in investment … Continue reading
Posted in Investing, Money Coaching
Are You Ready for the Truth About Your Investments?
By Karin Mizgala, Co-founder and CEO Money Coaches Canada Choosing a focus word for the year ahead has become a popular New Year’s activity. Words like flourish and balance are trendy, unless you work in the financial services industry, where … Continue reading
Posted in Ask Your Money Coach, Financial Literacy, Investing, Money Coaching
The Trouble with Financial Literacy – It’s a Matter of Trust
By Sheila Walkington, co-founder and CFO Money Coaches Canada Every year, our nation dedicates an entire month to improving the financial literacy of Canadians, but we don’t seem to be making much progress. According to statistics provided by the Financial … Continue reading
Posted in Financial Literacy
Your Money, Your Life – A Discussion with Steadyhand’s Tom Bradley
Money Coach Noel D’Souza, P.Eng.,CFP® recently sat down with Tom Bradley, President and co-founder of Steadyhand Investment Management Ltd. to talk about what Steadyhand offers Canadian investors how it serves its clients and his perspective on personal finance in Canada. In … Continue reading
Posted in For your information, Investing
What it takes to be a DIY investor
By Karin Mizgala, MBA, CFP We’ve seen a growing interest in Do-It-Yourself (DIY) investing over the last few years within two distinct groups of Canadians. In the first group, the interest is triggered by media reports about high and hidden … Continue reading
Posted in Investing
Understanding investment fees
Fee has become a four letter word. There is a lot of talk in the financial media about investment fees; is there enough transparency, are people getting what they pay for? Many Canadians would probably say they aren’t really sure … Continue reading
Posted in For your information
