The cost of socially responsible investing
Are there enough options available for Canadians who want to invest according to their values—and do you have to...
Mutual Funds
What’s involved in moving investments from a high-fee advisor to a DIY setup?
Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...
Can active management pay for itself in fixed-income funds?
While using low-cost bond ETFs for the fixed-income portion of a portfolio seems like the right approach, some say...
The best mutual fund companies you’ve never heard of
A handful of independent investment firms offer well-regarded actively managed mutual funds, at a fraction of the cost of...
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Mutual fund fees and the future of investment advice
Deferred sales charges (DSCs) have been banned in every province and territory, except Ontario. Some argue the fees help...
Why this “behavioural finance” fund may be just what your portfolio needs
By succumbing to biases—like following the herd—both investors and advisors are hampering investment returns.
A quick guide to how income distributions on ETFs and mutual funds work
If Steve sold his units just before the income distribution date, would he still receive an income payment?
How non-residents are taxed on dividends and other forms of income
Gregor is worried because his dividend paying mutual funds aren't sending him tax slips
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What to do when banks give questionable financial advice to seniors
Mel can't get a straight answer from his bank about his investment fees and is looking for some input...