Research Department

Bank of Canada rate: Does your portfolio force you to predict the unpredictable?

By Raymond Kerzérho · September 29, 2017 - 0 comments

This summer, the first increase in the Bank of Canada’s policy interest rate in seven years has triggered an avalanche of advice in the media. How should you react to the new context? Which investments should you sell? What should you buy? Experts are lining up to tell you what to do. And I’m sure you can’t wait to hear my opinion. What’s the best approach? The first step is understanding what it’s all about.

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Mutual Funds or Exchange Traded Funds?

By Raymond Kerzérho · May 12, 2017 - 0 comments

Mutual funds and exchange traded funds – or ETFs – are almost identical investment vehicles that allow you to acquire shares in an investment portfolio. The difference between them is that investors trade mutual funds directly with a fund company, while ETFs are traded on an exchange like stocks.

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Investment Advice: The Inside Story

By Raymond Kerzérho · November 15, 2016 - 0 comments

Evaluating investment advice is a difficult but necessary step on the path to your financial success. In this third post and in the upcoming fourth one in this series on the value of investment advice, we’ll describe some of the services performed by competent investment advisors, with a particular focus on services that provide hard-to-quantify benefits.

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