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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  • Financial Planning
    by The Management »
    13 Replies
    83438 Views
    Last post by The Management
  • My Portfolio: Seeking Advice
    by The Management »
    0 Replies
    34833 Views
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  • Your favorite asset class
    by The Wealthy Boomer »
    23 Replies
    2042 Views
    Last post by robgizz
  • Advice please for current retirement portfolio
    by Mads »
    17 Replies
    609 Views
    Last post by Mads
  • [Capital Direct Lending]
    by BRIAN5000 »
    15 Replies
    2574 Views
    Last post by randomwalker
  • email e transfer question
    by jaime »
    8 Replies
    652 Views
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  • Seeking portfolio advise that is spouse friendly
    by professional »
    29 Replies
    2028 Views
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  • Help Me Work Through This (Early) Retirement Plan
    by skinnyinvestor »
    188 Replies
    90073 Views
    Last post by naps069
  • Registered Disability Savings Plan (RDSP)
    by Geo Engineer »
    12 Replies
    507 Views
    Last post by Peculiar_Investor
  • Basic Stock Portfolio Building (Individual Stocks)
    by BRIAN5000 »
    48 Replies
    4332 Views
    Last post by BRIAN5000
  • Stocks versus ETFs
    by ghariton »
    102 Replies
    6201 Views
    Last post by AltaRed
  • What's your home country bias?
    by strathglass »
    95 Replies
    31845 Views
    Last post by AltaRed
  • Seeking Your Critique & Advice (550K Portfolio)
    by newt_101 »
    4 Replies
    866 Views
    Last post by Saintor
  • CDIC Money protection
    by Saintor »
    4 Replies
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    Last post by Saintor
  • Moving from Asset Allocation ETFs to Individual ETFs and Recommendations for Bond ETFs
    by Wetcoast »
    11 Replies
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    Last post by Quebec
  • VBAL for CCPC account
    by Wetcoast »
    7 Replies
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    Last post by hamor
  • The Global Stock-and-Bond Portfolio
    by longinvest »
    52 Replies
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    Last post by longinvest
  • My so-called financial advisor
    by formerpatriot »
    8 Replies
    839 Views
    Last post by Mordko
  • The Role Of Luck
    by Flaccidsteele »
    53 Replies
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    Last post by kcowan
  • I'm about to receive a sizeable gift. Need advice.
    by Benjamin »
    25 Replies
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    Last post by Benjamin
  • How did you do in 2023?
    by DenisD »
    97 Replies
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    Last post by blackball
  • Retirement Income Style Awareness (RISA)
    by Quebec »
    28 Replies
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    Last post by OnlyMyOpinion
  • The All Stock Portfolio?
    by randomwalker »
    17 Replies
    1099 Views
    Last post by BRIAN5000
  • Any reason NOT to empty out HISA into RRSP?
    by agraham »
    5 Replies
    447 Views
    Last post by ski_and_music
  • Financial Planning for Child
    by Padi_Diver »
    1 Replies
    169 Views
    Last post by BRIAN5000
  • Is XAW withering on the vine?
    by afulldeck »
    12 Replies
    678 Views
    Last post by fireseeker
  • Convert USD to CAD and buy VGRO or keep USD and buy VT
    by agraham »
    2 Replies
    385 Views
    Last post by Joebaba
  • Corporate Portfolio Review (300k)
    by lonelyestate200 »
    27 Replies
    1751 Views
    Last post by afulldeck
  • Prioritize TFSA over RRSP?
    by phaseshift »
    17 Replies
    1292 Views
    Last post by ski_and_music
  • Welcome to Justin Bender
    by JustinBender »
    87 Replies
    57565 Views
    Last post by poedin
  • Funding mortgage from your own RRSP
    by westcoastfella »
    16 Replies
    2872 Views
    Last post by morelliz
  • Choosing between VBAL, XBAL, ZBAL - Vanguard, iShares, BMO - Asset Allocation ETFs
    by agraham »
    13 Replies
    1411 Views
    Last post by Bylo Selhi
  • Ratio of Living Expenses to Total Income
    by Geo Engineer »
    7 Replies
    992 Views
    Last post by OnlyMyOpinion
  • RESP Withdrawal - Request for Best Practices
    by NotJustDreaming »
    170 Replies
    23026 Views
    Last post by Peculiar_Investor
  • Portfolio Construction Based on Rational Reminder #284 w/Scott Cederburg
    by speciarderivery »
    49 Replies
    2907 Views
    Last post by Park
  • Turn over your DIY to an adviser when you retire?
    by ghariton »
    38 Replies
    2035 Views
    Last post by Bobcat
  • Best online broker for RESP
    by FWFReader »
    23 Replies
    807 Views
    Last post by FWFReader
  • Outstanding Financial Pornography
    by Norbert Schlenker »
    1024 Replies
    258256 Views
    Last post by DanH
  • Please critique my plan [for a corporate account]
    by HardWorker »
    17 Replies
    1156 Views
    Last post by HardWorker
  • Help with portfolio
    by serafinatoyou »
    4 Replies
    631 Views
    Last post by afulldeck
  • Cboe exchange
    by Blue88 »
    8 Replies
    770 Views
    Last post by Steve Matthew
  • Is my financial plan reasonable?
    by Nicol Bolas »
    29 Replies
    1577 Views
    Last post by Steve Matthew
  • TFSA statistics from CRA
    by Peculiar_Investor »
    130 Replies
    47469 Views
    Last post by OnlyMyOpinion
  • Any options for when taxable space becomes a lot larger than tax advantaged?
    by mikeportfolio »
    19 Replies
    1153 Views
    Last post by snowback96
  • Retirement savings target?
    by cnicole »
    18 Replies
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    Last post by cnicole
  • Stingy Investor (NDIR.com) Website Down?
    by GreatLaker »
    3 Replies
    494 Views
    Last post by NormR
  • RRSP Providers
    by newport »
    16 Replies
    1090 Views
    Last post by Marcus Aurelius
  • Seeking portfolio advice
    by Greenglove53 »
    10 Replies
    2065 Views
    Last post by NorthernRaven
  • Norbert's gambit - Can$ to US$ or vice versa
    by Norbert Schlenker »
    1785 Replies
    324538 Views
    Last post by hamor
  • Any Mint alternatives that work in Canada?
    by Uncle Morris »
    17 Replies
    12275 Views
    Last post by joeblough
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