Posts Tagged ‘Investment Advisor & Portfolio Manager’

Money’s Worth : Going it alone

Money’s Worth : Going it alone

Canadians have many options when it comes to managing their investment portfolios.  Most opt for full-service investments firms while others choose discount brokerages or robo advisor services.  Those choosing to go it alone should make sure they fully understand their options before proceeding. [Read more]

Money$ Worth by Kim Inglis – Tech Sector Investing

Money$ Worth by Kim Inglis – Tech Sector Investing

Recent technology sector events, such as King Digital Entertainment’s IPO and Facebook’s $19 billion acquisition of WhatsApp, have investors talking about a bubble.  Price-earnings ratios in the sector are certainly high, and some valuations may not be realistic, but data show the sector [Read more]

MONEY’$ WORTH: Investment Fees

MONEY’$ WORTH: Investment Fees

Lately, buzz in the investment world has revolved around trailer fees paid to advisors.  This follows a recent roundtable discussion held by the Ontario Securities Commission and the release of a report late last year from the Canadian Securities Administrators deliberating the issue. Currently, [Read more]

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