How to pick the best Canadian index funds

How to pick the best Canadian index funds

Canadian index mutual funds were among the better financial innovations to come along in the past few decades, but ETFs may well eclipse them in 2018.
Canadian index mutual funds are specialized mutual funds that aim to equal the performance of a Canadian market index, such as… Read More

Dear Pat: I am a U.S. citizen who has lived and worked in Canada for over 20 years. I hold Canadian citizenship as well as my U.S. citizenship. I’ve recently heard that the IRS is becoming stricter about investments that U.S. citizens hold in Canada, and I wonder about the best approach to take with my investments. Thanks.

The U.S. is the sole country worldwide that requires its citizens to file an income tax return and report any income regardless of where they live or whether they hold dual citizenship in another country. That’s unlike Canada, which mainly bases its tax system on… Read More

Why investors should avoid asset allocation funds

Many investors buy units of asset allocation mutual funds because they think these funds provide an easy and profitable way to diversify between stocks, bonds and cash equivalents.

How asset allocation funds work

Asset allocation funds are mutual funds that can shift their portfolio allocations between… Read More

Risk outweighs the reward of these tax shelters

Investors continue to look for ways to profit from rising commodity prices. Some are considering a unique kind of tax shelter: flow-through funds.

Flow-through funds mainly invest in flow-through shares issued by junior mining and oil companies. The companies spend the money they receive for these… Read More

4 keys to boosting your mutual funds’ performance

Here are 4 rules we stick to when we’re researching mutual funds to include in our newsletters and investment services. While there is never any guarantee of a mutual fund’s performance, following these rules should help you avoid making poor choices.

(For more on our… Read More

Now is a good time to buy Canadian mutual funds

Recently, we’ve heard from some investors who sold most or all of their stocks and mutual funds during the recent downturn.

Now, a number of these investors want to get back in, and many are considering Canadian mutual funds. But they wonder whether they should buy… Read More