Graham Westmacott CFA

Portfolio Manager

Susan Daley CFA

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

Explicit Investment Fees

By Susan Daley · May 16, 2018 - 0 comments

Even if you’re the most cost-conscious DIY investor, there are fees to pay when investing your money. Some are straightforward and transparent, others are less so. Today’s episode of Your Money, Your Choices focuses on the transparent and explicit fees you may pay to invest your money.

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What are ETF’s?

By Susan Daley · May 2, 2018 - 0 comments

ETF’s. It’s one of those common acronyms in the financial industry that gets thrown around a lot, but is rarely explained. ETF stands for an Exchange Traded Fund. It’s a single product that holds a basket of securities depending on the ETF’s investment mandate. In my latest video, I outline how ETF’s work and what to look out for when considering using an ETF in your portfolio since not all ETF’s are created equal.

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Book Review: Retirement Income For Life

By Graham Westmacott · April 30, 2018 - 1 comment

Vettese turns 65 this month, so this may be the last in a trilogy of books he has written about planning and financing retirement. For 26 years Vettese has been the Chief Actuary at Morneau Shepell, a provider of employee assistance programs. The first book was The Real Retirement , co-authored with Bill Morneau and dealt with the question of how much Canadians really need in retirement, the second, The Essential Retirement Guide, went into greater details about a savings strategy, how long savings need to last and typical spending patterns in retirement. 

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What I Learned from a Year Long Shopping Ban

By Susan Daley · April 18, 2018 - 0 comments

I knew I could be saving more. My ongoing spending wasn’t aligned with my stated values. So starting in September of 2015, I completed a year-long shopping ban. This week’s video outlines how the ban worked and the lessons I learned while not shopping for a year.

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How to Read a Fund Facts Document

By Susan Daley · April 4, 2018 - 0 comments

Canadians are getting ripped off! We pay some of the highest mutual fund fees in the world! But how can you tell what fees you’re paying. In my latest episode of Your Money, Your Choices, I outline how to read a mutual fund’s Fund Facts document to uncover the fees you might be paying.

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