by Brian McClennon | Oct 19, 2018 | Insights
When investing outside of Canada, whether it be into Fixed Income or Equities, hedging your foreign investments to the Canadian $ serves two primary purposes: Fluctuations in exchange rates will affect investment returns depending on whether the Canadian dollar...
by Brian McClennon | Oct 18, 2018 | Insights
Over the long-term, fees have a significant effect on the growth of a portfolio. Paying an extra 1% or 1.5% in fees per year can leave an investor with a meaningfully lower amount at retirement. To illustrate this, lets compare two investment funds over a 25-year...
by Brian McClennon | Oct 18, 2018 | Insights
An Exchange-Traded Fund, or ETF for short, are securities that trade on a stock exchange and are often designed to track another asset such as a stock index, commodity or even a currency. Since the launch of the first ETF in 1990, the market has grown to exceed US...
by Brian McClennon | Oct 16, 2018 | Insights
Asset Allocation is a popular investment strategy where an investor spreads investments into different asset classes in such a way that they achieve a desired risk/return outcome. Most of us are familiar with the saying “don’t put all your eggs in one basket”, this...
by Brian McClennon | Oct 16, 2018 | Insights
Index investing or “Indexing” is a passive investment strategy (also commonly known as “buy and hold”), where an investment is made in a security like an ETF that tracks a stock index such as the S&P/TSX Composite. On the other hand, an active investment strategy...
