Jonathan Chevreau

The best mutual fund companies you’ve never heard of

Online only, 25/01/2020 / Comments (0)

A handful of independent investment firms offer well-regarded actively managed mutual funds, at a fraction of the cost of the big-name providers. But are they better value than index funds?

Mutual fund fees and the future of investment advice

Online only, 16/01/2020 / Comments (0)

Deferred sales charges (DSCs) have been banned in every province and territory, except Ontario. Some argue the fees help small investors access financial advice they wouldn’t otherwise be able to get—but is that true?

Good news: Your RRSP is probably in better shape than you think

Online only, 18/12/2019 / Comments (0)

In his new book, MoneySense contributor David Aston says a “basic” retirement at age 65 can be achieved with just $375,000 in retirement savings for a single person or $200,000 for a couple.

Can you have too much invested inside an RRSP?

Online only, 05/12/2019 / Comments (0)

If both members of a couple die with a huge combined RRIF, their heirs may share half the estate with the Canada Revenue Agency. But some look at it as a nice problem to have.

How long will your retirement nest egg last?

Online only, 22/10/2019 / Comments (0)

Studies show that for every retiree who is spending too little, there is another one who is spending too much. Will your savings outlive you, or vice-versa? Here’s a look at the numbers.

How to avoid tax-payment nightmares when RRIF withdrawals start

Online only, 24/09/2019 / Comments (0)

The solution to minimizing any tax shocks? Mimic the “taxed at source” treatment most employees experience. Here’s how.

The pros and cons of dividend investing

Online only, 23/08/2019 / Comments (0)

Sure, dividend income can be valuable at certain stages of life. Just don’t romanticize it—or make it your everything.

Are GICs right for retirees who want fixed income?

Online only, 18/07/2019 / Comments (0)

Skittish investors like GICs’ guarantee of their principal, but it’s important to look at the total return on your investment.

Fight for your right to low fees

Online only, 19/06/2019 / Comments (0)

STANDUP, a new book by advisor John De Goey, shows how expensive, active advice costs Canadians billions of dollars—and offers low-cost alternatives.

A new kind of annuity designed to help Canadian retirees live well, for longer

Online only, 21/05/2019 / Comments (0)

Afraid of outliving your retirement savings? The latest federal budget may (or may not) have an answer for you

How “work optional” can fit into your retirement plan

Online only, 22/04/2019 / Comments (0)

It’s simple: Retire early. Supplement your pension income with earnings from part-time work you enjoy. And if you’ve planned it right, you get to call the shots.

Desert island ETF picks for 2019

Online only, 25/03/2019 / Comments (0)

Our Best ETFs panellists pick the one fund they’d leave in their portfolios if stranded on an island

Best ETFs in Canada for 2019

Online only, 25/03/2019 / Comments (0)

For the 7th year running, our panel chose the best 25 ETFs from a universe of 833 funds

Best Canadian ETFs for 2019

Online only, 25/03/2019 / Comments (0)

Our panel picks the best ETFs focussed on Canadian stocks

Best ETFs 2019 – One-stop portfolios

Online only, 25/03/2019 / Comments (0)

Our panel picks the best asset allocation ETFs