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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  • Value of Underlying ETF's vs All-In-One option
    by Cogline »
    1 Replies
    13016 Views
    Last post by Administrator
  • Pay off mortgage/debts, or, invest?
    by MapGuy99 »
    81 Replies
    31401 Views
    Last post by Bylo Selhi
  • Portfolio Advice for a new Canadian
    by FLbiker »
    29 Replies
    18675 Views
    Last post by FLbiker
  • DIY novice
    by Life&legacy »
    18 Replies
    17589 Views
    Last post by Losone
  • Where do I hire a guru like I find here?
    by Vanmax »
    62 Replies
    22713 Views
    Last post by DanH
  • Robo-advisors
    by Norbert Schlenker »
    114 Replies
    34346 Views
    Last post by AltaRed
  • What should my Benchmark be?
    by BRIAN5000 »
    6 Replies
    15659 Views
    Last post by Quebec
  • TFSA - would you attempt this?
    by Mike999 »
    5 Replies
    14865 Views
    Last post by formerpatriot
  • best investment company to manage portfolio created by Financial advisor
    by jogoss »
    8 Replies
    14883 Views
    Last post by brucecohen
  • Recommended Canadian brokerage for new resident with dual US/CDN citizenship
    by 40-love »
    4 Replies
    23741 Views
    Last post by jnmsikki
  • Canadian broker restrictions on European residents.
    by Phil D »
    16 Replies
    15216 Views
    Last post by Phil D
  • Taxable account
    by Dawson2004 »
    28 Replies
    16168 Views
    Last post by Mordko
  • Early redemption of market-linked GICs
    by caseymac »
    5 Replies
    14674 Views
    Last post by Shante
  • Save in ETFs or for downpayment
    by smaira »
    7 Replies
    14553 Views
    Last post by Losone
  • CREDIT RATINGS
    by CROCKD »
    0 Replies
    15597 Views
    Last post by CROCKD
  • Group RRSP or Group RRSP + Individual RRSP
    by aplusr416 »
    13 Replies
    14541 Views
    Last post by AltaRed
  • Invest or pay down margin loan?
    by nile »
    64 Replies
    24851 Views
    Last post by scorpionman
  • Dividend vs. Growth strategy - is one better?
    by Steve19 »
    54 Replies
    17871 Views
    Last post by BRIAN5000
  • Advice on allocation for ex-US / new Canada investor
    by jnmsikki »
    12 Replies
    15511 Views
    Last post by gsp_
  • TIPS vs RRB's
    by chufinora »
    30 Replies
    14080 Views
    Last post by Quebec
  • Seeking portfolio advice
    by rgc523 »
    10 Replies
    12605 Views
    Last post by Quebec
  • To DRIP or not to DRIP (TFSA)
    by Mike999 »
    12 Replies
    12835 Views
    Last post by Bylo Selhi
  • Need help to rebuild fixed income portfolio.
    by LowBudget »
    31 Replies
    15863 Views
    Last post by Quebec
  • Keystone Financial
    by moneyscribe »
    11 Replies
    13502 Views
    Last post by Spudd
  • RESP Frontloading
    by Mouly »
    37 Replies
    20082 Views
    Last post by AltaRed
  • Any reason NOT to consolidate my 403b contracts (US Citizen, Canadian PR)
    by FLbiker »
    0 Replies
    14419 Views
    Last post by FLbiker
  • Changing asset allocation over time...
    by Crusader »
    45 Replies
    30582 Views
    Last post by Peculiar_Investor
  • Building Portfolio Review
    by ILoveMooseCats »
    17 Replies
    18837 Views
    Last post by ILoveMooseCats
  • Planning / Budgeting Software
    by KevinE »
    8 Replies
    20969 Views
    Last post by etillier
  • Portfolio Review and Sale of Property - USA
    by jnyz »
    2 Replies
    15029 Views
    Last post by LadyGeek
  • Probate Ripoffs and Pitfalls To Avoid.
    by Probate Killer »
    8 Replies
    16068 Views
    Last post by Eclectic12
  • London Life policy - just bad or fraudulent?
    by CannonFodder »
    16 Replies
    19111 Views
    Last post by brucecohen
  • Help Model Portfolio for Retired Mom
    by dualblues »
    11 Replies
    13869 Views
    Last post by dualblues
  • VGRO plus Bond ETF or Cash
    by emsie »
    7 Replies
    14000 Views
    Last post by emsie
  • New portfolio for Canadian
    by The 19th hole »
    8 Replies
    13586 Views
    Last post by The 19th hole
  • My plan so far, feedback please!
    by WithAShout »
    22 Replies
    15785 Views
    Last post by FLbiker
  • Tax-Deferred Investment with Whole Participating Life Policy
    by kcowan »
    12 Replies
    15569 Views
    Last post by kcowan
  • Is anyone here using passiv.com?
    by Jonhello »
    16 Replies
    23404 Views
    Last post by formerpatriot
  • Future US-expat figuring out asset allocation
    by mikeportfolio »
    33 Replies
    17499 Views
    Last post by FLbiker
  • My Portfolio: Seeking Advice
    by depassp »
    5 Replies
    14786 Views
    Last post by depassp
  • Late 40s Portfolio - am I ready for retirement?
    by ob1c3po »
    13 Replies
    18403 Views
    Last post by canadianbacon
  • Analayze/critique my portfolio (draft 2)
    by Crusader »
    28 Replies
    22479 Views
    Last post by BRIAN5000
  • advice needed cdn retirement lazy portfolio
    by patchezz »
    6 Replies
    16380 Views
    Last post by moneyscribe
  • Estate Planning Question
    by kukucanuck »
    9 Replies
    16214 Views
    Last post by kukucanuck
  • US citizen in Canada - can I hold individual CAN stocks and avoid PFIC?
    by FLbiker »
    17 Replies
    18964 Views
    Last post by Jonhello
  • Ideas for 87 Year Old
    by BRIAN5000 »
    10 Replies
    17012 Views
    Last post by GreatLaker
  • How often do you reinvest dividends?
    by chicken28 »
    18 Replies
    18871 Views
    Last post by MrMike
  • Portfolio in RRSP US or RRSP CAD ideas
    by milo »
    7 Replies
    17222 Views
    Last post by wayward__son
  • My portfolio after moving to Canada
    by Jonhello »
    32 Replies
    23088 Views
    Last post by albertablue
  • Investment in tough times
    by karlar4 »
    4 Replies
    18178 Views
    Last post by karlar4
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