Portfolio Makeover

Financial Planning

Best way to invest a large sum of money

The key is to keep it simple

Best way to invest a large sum of money

ETFs

The two-fund nest egg solution

This simple, low-cost dividend-paying portfolio is perfect for retirees

The two-fund nest egg solution

April 2015

A leaner portfolio for better results

Consider using low-cost index mutual funds

A leaner portfolio for better results

February/March 2015

A perfect portfolio to retire on

This balanced portfolio provides better returns and income, with less risk

A perfect portfolio to retire on

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December 2014

A dividend paying ETF portfolio to last a lifetime

Retired investor June Haist has a six-figure inheritance and a low-cost portfolio she started managing herself three years ago....

A dividend paying ETF portfolio to last a lifetime

Investing

The real cost of segregated funds

This insurance product offers protection at a steep price

The real cost of segregated funds

ETFs

Building a low-fee portfolio that lasts

No more high-fee Canadian equity mutual funds. It’s time for a new portfolio that delivers more income and better...

Building a low-fee portfolio that lasts

GICs

GICs: The problem with playing it safe

Will corporate bonds give her the boost she needs?

GICs: The problem with playing it safe

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ETFs

The all-Canadian portfolio fix

The Rousseau's portfolio is too heavily weighted in Canadian equity mutual funds

The all-Canadian portfolio fix

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