Sustainable Investing Part 1: A Sustainable Overview

What will you do in retirement? Many hard-working boomers are uneasy about how they will ‘fill their time’ when retirement comes. Yet, retirement gives you the opportunity to try new things, meet new people, and develop new skills. Here’s an activity that checks a lot of boxes for a fulfilling Next3rd.

Are you an American living in Canada? If you are a US citizen, you have to file a US tax return every year, regardless of where you live.

If you’ve lived and worked in Canada all your life, and you stop working the day you retire, your pension calculations should be relatively straight-forward. But what if you don’t fit the mould? Many of us don’t. For example, how might spending some years abroad, or continuing to earn income in retirement impact your pension?

In the first installment in my “Understanding ETFs” series, we toured the Canadian equity ETF landscape, covering solutions you can use for your investment portfolio’s domestic stock allocation. Today, I want to switch gears and head south of the border, to explore some of the U.S. equity ETFs you can add in, to diversify your Canadian-heavy portfolio.

Today on the show we are joined by Steven Leong who is the Head of Canada iShares Product at BlackRock. Steven is here to talk about single decision ETFs, the new XGROs and XBALs from BlackRock and whole lot more.

One interesting strategy is to hold income-producing securities in your TFSA and withdraw that money tax-free each year to help fund your retirement, while maintaining the principal.

Shock and awe! In 2018, Vanguard Canada, a fervent advocate of passive management, launched traditional, actively managed mutual funds. Actively managed mutual fund companies also successively launched their own array of exchange traded funds (ETFs). As a result, the great majority of the Canadian market’s 33 suppliers now offer mainly active management. Are we looking at the end of passive ETFs?

Today we are joined by a friend, hero, and a legend in the field fact based investing. Larry Swedroe is here to discuss his latest book, some of the timeless concepts he has been espousing for many years, and to give out a few golden nuggets of advice for your finances and retirement.

The average millennial office worker would lose $300,000 without disability insurance. Those that earn more than the average 25- to 34-year-old would be even worse off. We protect our homes and our cars without a second thought, but very few young professionals I talk to have thought about protecting their biggest asset, their ability to earn an income. I outline how disability works and why it is important in this Your Money, Your Choices episode.

Hello everyone. Are you ready for a crash course in understanding exchange-traded funds (ETFs)? Today, we’ll kick things off by popping the hoods on a sporty collection of Canadian equity ETF solutions for your portfolio’s domestic stock allocation.