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Why you want your investment advisor to charge a fee! fees financial advice investing investment returns Sep 23, 2022

As a financial advisor, I am compensated by charging my clients a percentage of their assets under management – the value of all of their accounts that I help manage.

In most cases, you can save about 1% by not using me. There are dozens of investment options out there that are very VERY...

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The magic of mutual funds calgary money advice fees financial advice financial planning investing investment returns mutual funds Oct 20, 2021

There is an investment firm in Calgary called Mawer Investments and they are VERY good at what they do.

The company's slogan is 'Be Boring. Make Money' and that resonates with me at my core! Having been through a fair share of market dips in my 11ish year career, I LOVE boring (and you should...

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Is my advisor robbing me blind? fees financial advice financial planning Oct 12, 2021

According to television ads, your financial advisor is a crook who's dead set on robbing you blind and leaving your family poor in retirement.

I have to hand it to the folks at @questrade, they have done a very good job of promoting their platform based on their fees being cheaper. I...

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