Vanguard Group: Low-fee ETF specialist

Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers about $4 trillion U.S., spread across 370 mutual funds and ETFs.
Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S. unless those funds are… Read More

What is Pat’s commentary for the week of May 2, 2017

Dear Inner Circle Member,
Today, many households and even some individuals have five or 10 separate investment accounts. These accounts may include RRSPs (regular and spousal), TFSAs and other registered accounts, personal and joint accounts, corporate accounts, LIRAs from past employment, children’s accounts, trust accounts and… Read More

Low-fee ETFs tap U.S. & emerging markets

Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers almost $3 trillion U.S. across 175 mutual funds and ETFs.
Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S. unless they’re also registered with… Read More

TD HEALTH SCIENCES FUND $13.54

In 2017, mutual funds face increasing competition from ETFs as a low-cost alternative. But here’s a look back at a fund that continues to attract the same interest as it did here in May 2009…

TD HEALTH SCIENCES FUND $13.54 (CWA Rating: Speculative) (TD Asset Management, P.O. Box 7500, Station… Read More

2 low-fee ways to access U.S. funds

2 low-fee ways to access U.S. funds

These two ETFs offer the same kind of access to U.S. and international companies as U.S. registered mutual funds—but without the high fees.
Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers almost $3 trillion U.S. across 175… Read More

Low-fee way to buy U.S. and emerging stocks

Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers almost $3 trillion U.S. across 175 mutual funds and ETFs.
Generally speaking, Canadians are unable to buy mutual funds that are registered in the U.S. because these investments aren’t registered… Read More

Financial portfolio management advice for raising returns and cutting risk in your portfolio

Financial portfolio management advice for raising returns and cutting risk in your portfolio

It’s important to know your personal objectives and circumstances as part of sound financial portfolio management
Financial portfolio management involves choosing investments for your portfolio. These selections are based on your investment objectives, risk tolerance, age and personal circumstances.

Portfolio management complements financial planning by helping you… Read More

The best Canadian funds for your portfolio

The best Canadian funds for your portfolio

Five tips for selecting the best Canadian funds to improve your stock market returns.

The best Canadian funds are specialized ETFs that aim to equal the performance of a leading Canadian market index, such as the S&P/TSX 60.

The best Canadian funds do show better… Read More

Low-fee access to U.S., emerging markets

Low-fee access to U.S., emerging markets

These two Vanguard ETFs offer low-fee exposure to some of the biggest U.S. and emerging-market stocks.

Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers almost $3 trillion U.S. across 175 mutual funds… Read More

Low-fee access to U.S., emerging markets

Pennsylvania-based Vanguard Group is one of the world’s largest investment management companies. In all, it administers almost $3 trillion U.S. across 175 mutual funds and ETFs.

Generally speaking, Canadians can’t buy units of mutual funds that are registered in the U.S., because these investments aren’t… Read More