Brokerage

Episode 5: Remote Work Is Having Its Fifteen Minutes – Or Will it Be a Lot Longer?

  Remote work is having a minute, or rather a series of them.  Some companies have used it for years, some have been adamantly against it, but both kinds are being forced into it at the moment. As the pandemic forces millions to figure out some kind of home office set up (the kitchen table works ...

Filipino Healthcare Workers During COVID-19 and the Importance of Race-Based Analysis

Filipino Workers on the Frontlines During COVID19 Globally and in Canada Warlito Valdez. Amor Padilla Gatinao. Daisy Dorinilla. Debbie Accad. Leilani Medel. Christine Mandegarian.  These are just a few of the names of Filipino nurses, personal support workers, and caregivers in Canada, the United ...

MATCO MARKET INSIGHTS – FOCUS ON DIVIDENDS, AVOID CYCLICALS

Despite a severe market correction brought on by fears of a global pandemic around the coronavirus, or COVID-19, Anil Tahiliani, a portfolio manager and vice-president at Calgary-based Matco Financial Inc., is hanging in with his portfolio selections and has in fact added to some existing holdings ...

What Should You Do When We Update Our CPM Portfolios?

In an upcoming Canadian Portfolio Manager (CPM) podcast about our new Ridiculous Model Portfolios, we also took the time to address an important Frequently Asked Question from one of our listeners. There are variations on the theme, but the query goes something like this: Hey, Justin: A couple mont ...

What you need to know about hybrid bank accounts

Hybrid bank accounts are the latest offering in a series of fintech rollouts that have shaken up Canada’s staid banking sector over the past few years. These accounts provide a single place to hold and use your money, allowing you the flexibility to withdraw and deposit as you please while still ...

Canadian Portfolio Manager: Introducing the “Ludicrous” ETF Portfolios

Welcome back! We’ve now pressed our Spaceballs-inspired accelerator past Light and Ridiculous, and have reached a Ludicrous level of model portfolio complexity. Our Ludicrous portfolios include the same ETFs with the same allocations as our Ridiculous portfolios. But they also build in traditiona ...

Selling your house? Here’s what to know about staging

If you’ve heard that putting your home on the market can be overwhelming—well, that’s an understatement. Moving is considered one of the top five most stressful life events, up there with the death of a loved one, job loss or serious illness. Home ownership is also the largest financial inves ...

A guide to the best robo-advisors in Canada for 2020

The robos are everywhere. What was once a little-known investing tool for tech-savvy investors is now commonplace, with everyone from newbie savers to retired boomers using robo-advisors to help manage their money.  While advisors and traditional fund companies still manage the majority of money i ...

The best RRSP investments for 2020

A Registered Retirement Savings Plan (RRSP) is an investment plan that is registered with the Canadian federal government. RRSPs are often described as being “tax-advantaged.” That means you don’t pay income tax on the amount you are contributing to an RRSP, in the year you earn that contribu ...

“Is it smart to hold a single exchange-traded fund in our RRSPs?”

Q. My husband and I have been reading about the all-in-one exchange-traded funds (ETFs), specifically those from Vanguard. The Vanguard Growth ETF Portfolio (VGRO) looks appealing given the asset allocation and rebalancing this type of ETF provides. Our question is, would it be a poor decision to s ...