Advanced Investing
Pushing-Cart-Shopping-Outside-Mall

Podcast 20: One-Stop ETF Shopping

I’ve always tried to stress that successful investing is about the right process, not the right products. But good products certainly help. In the latest episode of the podcast, my guest is Todd Schlanger of Vanguard Canada, who was one of the architects behind the firm’s asset allocation ETFs, launched earlier this year to great fanfare in the DIY investing community.

Market Research
Parliament Hill Ottawa Sunset Fall View Canada

Tony’s Take: Ontario government’s DSC meddling is bad for investors

Controversy continues to swirl around the Ontario government’s decision to torpedo a proposed ban on deferred sales charges (DSC) on mutual funds. A few weeks ago, Ontario Finance Minister Vic Fedeli shocked regulators and investor advocates alike by coming out against the ban. Not surprisingly, some big names in the mutual fund industry have cheered the decision.

Personal Wealth
Young Boy Giving Thumbs Up Next To Savings

RESP Grants (Canada Education Savings Grants)

The RESP is a powerful tool to save for your child’s post-secondary education. The power comes from the Canadian Education Savings Grant (CESG), which boosts your child’s education savings substantially. I outline how the CESG works and how you can maximize the grants your child receives.

Featured Contributors

  • Benjamin Felix

    MBA, CFA, CFP, Associate Portfolio Manager
  • PWL Capital

  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Anthony Layton

    MBA, CIM®, CEO, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Peter Forsyth

    Emeritus Professor
  • Jennifer Vachon

    CCO, Chief Compliance Officer
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
Arrow Left Arrow Right