The “Big Five” Canadian banks offer investment funds and include Royal Bank of Canada, Toronto Dominion Bank (TD Canada Trust), Bank of Nova Scotia, Bank of Montreal and Canadian Imperial Bank of Commerce (CIBC). Let’s explore the best place for you to invest.
Latest News
Statistics Canada says pace of Canadian economic growth slowed in third quarter Nov 30th
The pace of economic growth in Canada slowed in the third quarter as business investment spending moved lower and the growth in household spending slowed, Statistics Canada said Friday..... More »
How to read your investment statements Oct 16th
Failing to read your investment statements that arrive each month creates unnecessary risk and missed opportunities to catch errors, track progress, and stay aligned with your financial goals. Learning how to read your investment statement takes only a few minutes each month and provides important o.... More »
Calgary Is Converting Abandoned Offices Into Housing Oct 16th
When Maxim Olshevsky stepped inside 909 5th Ave. SW, a 10-storey building in downtown Calgary, he could have sworn he was looking at the aftermath of a zombie apocalypse. Frayed cubicle walls loomed over piles of expired contracts; name tags lay abandoned on dust-blanketed desks. To most, this would.... More »
The pain trade (and how the Canadian dollar ‘never met a financial selloff it didn’t want to join’) Feb 13th
Why the currency is suffering
.... More »
Making sense of the markets this week: March 10, 2024 Mar 8th
Allan Small, Senior Investment Advisor at the Allan Small Financial Group with iA Private Wealth, shares financial headlines and offers context for Canadian investors.
Earnings beat expectations—as expected
As we close out the first quarter’s earnings season, the biggest takeaway is that t.... More »
Robo-adviser investment firms seek rule changes from OSC on know-your-client conversations
– theglobeandmail.com
Online investment firms want the ability to register clients without having to first undertake a phone call to complete forms
Expect more inbound foreign investment from the Trudeau government
– theglobeandmail.com
There is good reason to believe an about-face is under way in Ottawa, as the federal government opts to loosen stringent Harper-era trade policies
Investors upbeat on Fed meeting, jobs data – but wary of Trump
– theglobeandmail.com
Wall Street expects to see solid economic data and strong earnings, even as U.S. President Donald Trump continues to steal the spotlight with issues such as immigration
Get set for a remarkably busy week of big corporate earnings
– theglobeandmail.com
Expectations are high after a modest recovery in U.S. corporate profits, and earnings reports from U.S. heavyweights will give investors a better idea of whether the stock market’s stretched valuation is justified
The Practical Guide to Financial Independence
– myownadvisor.ca
Save, invest, prosper with My Own Advisor.Building wealth and being happy doing it. Sounds like nice things to aspire to.
I found someone else that wants to help you too: Graeme Falco.
Graeme reached out to me recently to share his new book appropriately titled Building Wealth and Being Happy: A Practical Guide to Financial Independence.. Although Graeme is not a financial advisor he does seem to know a thing or two about money. He’s a chartered professional accountant. Building Wealth and Being Happy provides an overview of financial independence, why you might want it, and the various paths you can take to get there. Before I giveaway three (3) paperback copies of Building Wealth and Being Happy I took some time to read Graeme’s book and interview him.
Graeme, thanks for the books! Nice of you to follow my site as well…
Thanks for having me Mark! I’m happy to be here and have always enjoyed the enterprising and enthusiastic tone of your website. For any newcomers, let me start by defining financial independence (“FI”): it is the amount of wealth needed so you are no longer dependent on an active source of income like a job; you can rely on passive income generated by your savings…
