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Graham Westmacott CFA

Portfolio Manager

Susan Daley CFA

Associate Portfolio Manager
Contact
  • T519.880.0888
  • 1.877.517.0888
  • F519.880.9997
  • The Marsland Centre
  • 20 Erb St. W,
    Suite 506
  • Waterloo, Ontario N2L 1T2

How to Build an Emergency Fund

By Susan Daley · August 8, 2018 - 0 comments

Once you know how much you want to set aside in an emergency fund, you’ll have to decide how to structure it. My latest video provides details around the various options for your emergency fund and what I personally do.

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Why You Need an Emergency Fund & How Much You Should Set Aside

By Susan Daley · July 25, 2018 - 0 comments

One of the most overlooked things in personal finance I see from young professionals is the emergency fund. Emergency funds aren’t exciting, so instead people want to focus on other things, which might explain why a study by Forum Research found that 26% of Canadians had no emergency savings and 35% of millennials had none.

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Index Mutual Funds vs. ETFs

By Susan Daley · July 11, 2018 - 0 comments

Index mutual funds and their corresponding ETF’s are very similar in terms of their holdings. So how do you which one is best? We have to consider fees, taxes, how they are traded, among other things, to determine which is better. Like most things in personal finance, the decision will ultimately come down to your personal situation and preferences. Watch my video to see which factors apply to you.

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Debt Repayment Strategies

By Susan Daley · June 27, 2018 - 0 comments

Paying off debt is a worthy goal and there are some key strategies to getting it paid off more quickly. I outline these strategies in my latest episode of Your Money, Your Choices.

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