ETFs for children—and for all ages

For parents or grandparents who wish to save for their children’s future, there are few better ways than to invest in a diversified portfolio of high-quality, growing companies. Here are two ETFs that can help investors achieve that goal. And even better, these same ETFs… Read More

Here a look at two new TD ETFs for Investors

This month we look at two actively managed ETFs launched earlier this year by TD Asset Management. TD’s share of the the Canadian ETF market remains small, but the bank has increased its new offerings this year.
TD ACTIVE GLOBAL EQUITY GROWTH ETF $15.67 (Toronto symbol TGGR) aims… Read More

Here’s a look at a new industry alliance

A major change in the Canadian ETF landscape took place in January, with BlackRock Inc. and RBC Global Asset Management joining forces. The #1 and #5 Canadian providers will jointly offer 150 Canadian-listed ETFs under the RBC iShares brand with a combined $60 billion in… Read More

ETFs attract more mutual-fund assets

Canadian-listed exchange-traded funds continue to attract assets previously invested in mutual funds. By the end of 2018, Canadian ETFs had assets under management of $157 billion, or 6.6% more than a year earlier. The value of ETF assets has also doubled over the past 3.. Read More

Canadian ETF growth maintains its pace

Canadian ETF assets are still growing. At the end of August 2018, there were 621 ETFs in Canada, with assets under management of $163.7 billion. Total assets were 22% higher than a year earlier. They were almost double the total asset value recorded at the… Read More

Four providers control the market

Four large global ETF providers dominate the global industry, with an estimated 75% market share. Three of them—Blackrock (iShares), Vanguard and State Street Global Advisors (SPDR)—are U.S. based. Deutsche Bank is the fourth. Sheer size allows each provider to offer exceptionally low management fees on… Read More

Dear Pat and team: I have a numbered company, with equity holdings I must sell off over four years. My accountant has advised me to sell roughly 25% of the value of its equities each year, for the next four years. Could you recommend which ones to sell in what order to account for about 25% of the total value each year? Here’s the list:

CI Canadian Bond Fund

 $ 31,286

CI Canadian Equity

 $ 73,406

CI Corporate Bond

 $ 37,783

iShares Cdn S&P/TSX60

 $ 22,640

iShares MSCI JAPAN ETF

 $ 22,640

BCE Inc.

 $ 7,592

SPDR S&P China ETF

 $ 6,783

WestJet Airlines

 $ 12,090

Cash

 $ 3,489

TOTAL Investments

 $ 217,710

A: We don’t generally recommend that investors hold mutual funds, mostly because of their higher fees.
In particular,… Read More