Financial Planning and Building Portfolios

Asset allocation, risk, diversification and rebalancing. Pros/cons of hiring a financial advisor. Seeking advice on your portfolio?
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  • Any advices for juvenile in financial world?
    by stanxy__ »
    5 Replies
    674 Views
    Last post by stanxy__
  • Comparing VEQT to an Individual Equity Stock Portfolio?
    by BRIAN5000 »
    29 Replies
    1876 Views
    Last post by OnlyMyOpinion
  • Creating financial projections for your portfolio.
    by Benjamin »
    13 Replies
    1217 Views
    Last post by kcowan
  • Margin Loan Interest Rates
    by nile »
    9 Replies
    772 Views
    Last post by SQRT
  • Attribution rules don't cross accounts, right?
    by ski_and_music »
    6 Replies
    821 Views
    Last post by ski_and_music
  • Rebalancing - advice needed
    by IntelQC »
    11 Replies
    899 Views
    Last post by AltaRed
  • TFSA Withdrawal and Re-contribution
    by ibmkjab »
    4 Replies
    853 Views
    Last post by Eclectic12
  • New portfolio - Need to leave Investment Advisor.
    by Agaudet »
    40 Replies
    2840 Views
    Last post by AltaRed
  • Are there any other reinvestment plans other than DRIP?
    by Benjamin »
    1 Replies
    450 Views
    Last post by moneyscribe
  • Is XSD the best risk/reward ETF?
    by StableDividends »
    2 Replies
    629 Views
    Last post by OnlyMyOpinion
  • ETF for “Rothery Stable Dividend Portfolio”?
    by StableDividends »
    27 Replies
    3452 Views
    Last post by StableDividends
  • What Do The ETF Providers Consider Optimal Stock Allocation?
    by Park »
    5 Replies
    606 Views
    Last post by Bylo Selhi
  • Transfering funds at Maturity
    by rigger1 »
    4 Replies
    579 Views
    Last post by rigger1
  • Different methods of tracking a portfolio
    by Finch »
    1 Replies
    514 Views
    Last post by Mordko
  • Do I need an advisor if all I hold is VGRO/VEQT?
    by Benjamin »
    12 Replies
    2551 Views
    Last post by Shazam
  • Allocating 10% of my portfolio to an REIT ETF. Which one?
    by Benjamin »
    26 Replies
    1686 Views
    Last post by Mordko
  • International $ Transfer for Private Healthcare
    by Iconoclast »
    1 Replies
    342 Views
    Last post by SQRT
  • Banktivity (MacOS financial software) (help with bug report?)
    by ski_and_music »
    5 Replies
    591 Views
    Last post by bergerj
  • Cross-boarder US/Canada Wills and Estate Planning
    by hfw11 »
    6 Replies
    563 Views
    Last post by albertablue
  • Income Stream - Older couple
    by fds2 »
    9 Replies
    1405 Views
    Last post by fds2
  • ETFs in two countries?
    by dinzdale »
    4 Replies
    478 Views
    Last post by Clason
  • How many of us have pensions?
    by ghariton »
    42 Replies
    3502 Views
    Last post by investnoob
  • Calculating Total Return? / G&M - The highest-yielding stocks on the TSX, plus risk data - June 16, 2023
    by freeman »
    3 Replies
    666 Views
    Last post by moneyscribe
  • U.S. Trust for Canadian Beneficiaries
    by Tropikdreamz55 »
    5 Replies
    571 Views
    Last post by Unwise
  • Different Options for The Over Funded Crowd
    by BRIAN5000 »
    25 Replies
    1881 Views
    Last post by ScrapPaper
  • Liquidity surplus - What to do
    by AccountantQC »
    7 Replies
    748 Views
    Last post by AccountantQC
  • Consequences of holding certain ETF's in registered accounts
    by rhenderson »
    10 Replies
    927 Views
    Last post by rhenderson
  • Wills, Estate Planning, Life Insurance
    by sgreszcz »
    406 Replies
    63048 Views
    Last post by OnlyMyOpinion
  • I have 130k to invest. Complete newbie. Please help.
    by Benjamin »
    33 Replies
    1975 Views
    Last post by GreatLaker
  • RESP and RRSP questions
    by Kimota »
    17 Replies
    1441 Views
    Last post by heckler
  • What are you doing just in case the US defaults?
    by ghariton »
    22 Replies
    1321 Views
    Last post by AltaRed
  • BC LLP for holding/investing securities
    by flandria55 »
    7 Replies
    579 Views
    Last post by Mudcrab
  • Non Trust alternative to ETFs ?
    by Phil D »
    10 Replies
    856 Views
    Last post by Phil D
  • A long time in the making... critiques welcomed!
    by Sophocles »
    17 Replies
    1505 Views
    Last post by afulldeck
  • How to Factor in Real Estate Holdings into Asset Allocation
    by dukewellies »
    14 Replies
    951 Views
    Last post by active
  • Where do you keep your RDSP?
    by Shante »
    23 Replies
    2186 Views
    Last post by lacrosse905
  • Portfolio Check
    by thedude »
    12 Replies
    990 Views
    Last post by AltaRed
  • General Pension Options
    by BRIAN5000 »
    15 Replies
    1148 Views
    Last post by BRIAN5000
  • Roast my portfolio? (advice wanted)
    by CannonFodder »
    34 Replies
    3272 Views
    Last post by ukridge
  • DRIP inside registered account
    by formerpatriot »
    12 Replies
    770 Views
    Last post by formerpatriot
  • Periodic Tables and Charts of Annual Investment Returns
    by George$ »
    111 Replies
    36338 Views
    Last post by ghariton
  • Advice for rebalancing TFSA (or not)
    by rrsp_tfsa »
    3 Replies
    633 Views
    Last post by adrian2
  • Canadian in Europe planning to come back, what to do?
    by investing-monkey »
    8 Replies
    1110 Views
    Last post by Phil D
  • When to Invest Cash into VBAL
    by Dave996 »
    18 Replies
    1604 Views
    Last post by Peculiar_Investor
  • Quick poll, which risk would you take?
    by Sophocles »
    8 Replies
    1003 Views
    Last post by johnsmith1
  • TFSA Beneficiary
    by rigger1 »
    13 Replies
    1053 Views
    Last post by Marcus Aurelius
  • How would ChatGPT design a portfolio?
    by Bylo Selhi »
    17 Replies
    1089 Views
    Last post by DenisD
  • Looking to help my mother's POA designate with investments
    by EnjoyTheJourney »
    12 Replies
    1051 Views
    Last post by Marcus Aurelius
  • RRSP transfer- In Kind
    by rigger1 »
    10 Replies
    732 Views
    Last post by AltaRed
  • If I Choose Only One Financial Institution…
    by emsie »
    30 Replies
    2081 Views
    Last post by OnlyMyOpinion
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