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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  • Borrowing to invest - technicals and mechanicals
    by HardWorker »
    155 Replies
    88068 Views
    Last post by Park
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    by NotJustDreaming »
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    608 Views
    Last post by OptsyEagle
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    by cn5999 »
    3 Replies
    472 Views
    Last post by Peculiar_Investor
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    4 Replies
    562 Views
    Last post by Springbok
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    42 Replies
    3015 Views
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  • Can anyone log into MorningStar.ca free account?
    by alancai »
    2 Replies
    394 Views
    Last post by alancai
  • Banking Canada <--> Japan
    by JaydoubleU »
    5 Replies
    508 Views
    Last post by Unwise
  • Canadian mutual fund information for Google sheet
    by alancai »
    2 Replies
    939 Views
    Last post by tightwad
  • linking other FI account to Scotia Bank
    by rigger1 »
    18 Replies
    996 Views
    Last post by AltaRed
  • Investment advisor fees
    by albof »
    14 Replies
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    Last post by Flaccidsteele
  • Estate Planning Experiences and Recomendations
    by AltaShBo »
    3 Replies
    478 Views
    Last post by AltaShBo
  • What are your thoughts on boutique firms?
    by Sophocles »
    15 Replies
    1105 Views
    Last post by Sophocles
  • Canadian Scholarship Trust
    by svt »
    18 Replies
    16813 Views
    Last post by Peculiar_Investor
  • Critique and advice appreciated (safety first for early retirees)
    by Sophocles »
    32 Replies
    1982 Views
    Last post by Sophocles
  • How did you do in 2022?
    by JaydoubleU »
    98 Replies
    6198 Views
    Last post by SQRT
  • Starting a GIC ladder
    by formerpatriot »
    62 Replies
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    Last post by ockham
  • Google Finance woes
    by queerasmoi »
    38 Replies
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    Last post by Springbok
  • RESP - Sell Bond fund for GIC?
    by Wetcoast »
    2 Replies
    465 Views
    Last post by Mordko
  • Canadian Depository Receipts - CDR's (RRSP/TFSA candidates?)
    by Mike999 »
    7 Replies
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    Last post by AltaRed
  • Seeking portfolio advice [for daughter starting new job]
    by johnny cash »
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    711 Views
    Last post by Unwise
  • Multiple tddi accounts??
    by jambon »
    9 Replies
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    Last post by Hogwild
  • Moving Large Amount of Money to Asia
    by bojanradovic »
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    Last post by scorpionman
  • RESP and inflation
    by formerpatriot »
    0 Replies
    833 Views
    Last post by formerpatriot
  • Mixing bonds into a GIC ladder -- Pros & cons?
    by ScrapPaper »
    6 Replies
    678 Views
    Last post by poedin
  • What “unusual” investments do you hold & why?
    by Mudcrab »
    51 Replies
    3933 Views
    Last post by cs101
  • CDIC Coverage question - deceased GIC holder
    by dukewellies »
    24 Replies
    1509 Views
    Last post by AltaRed
  • RESP Questions...CLB and other grants
    by mcu99 »
    25 Replies
    1924 Views
    Last post by jeremy
  • Critique my Portfolio + TFSA withdrawal advice, please
    by ScrapPaper »
    15 Replies
    1448 Views
    Last post by ScrapPaper
  • My financial planner is moving to RBC Dominion Securities, choices and suggestions?
    by No pension retiree »
    37 Replies
    33347 Views
    Last post by thykk3r
  • Bloggers or Vloggers Acting as Financial Advisors
    by nummer12345 »
    11 Replies
    1095 Views
    Last post by Flaccidsteele
  • All the Capitulation Posts Fit to Print.
    by Studebaker Hawk »
    38 Replies
    3130 Views
    Last post by Mudcrab
  • Recommended crossborder fee-only, advice only advisor?
    by FLbiker »
    30 Replies
    39023 Views
    Last post by Mudcrab
  • ETF Education Videos
    by Park »
    1 Replies
    453 Views
    Last post by AltaRed
  • RESP - Time for GIC Ladder (TDDI)
    by NotJustDreaming »
    15 Replies
    1950 Views
    Last post by skinnyinvestor
  • Smith Maneuver Question - Is There a Calculator to Show This Makes Mathematical Sense?
    by Joel »
    2 Replies
    1317 Views
    Last post by Joel
  • US resident setting up an RESP for niece and nephew
    by Clueless_Expat »
    4 Replies
    473 Views
    Last post by AltaRed
  • Cryptos explained
    by frase »
    0 Replies
    888 Views
    Last post by frase
  • Converting USD to CAN without Norbert's gambit
    by vmoveit »
    8 Replies
    1738 Views
    Last post by Spudd
  • Asset and account allocation feedback
    by adro21 »
    5 Replies
    813 Views
    Last post by gsp_
  • 3 Fund Portfolio
    by KevinE »
    15 Replies
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    Last post by Peculiar_Investor
  • Diversification and Correlation
    by Park »
    2 Replies
    586 Views
    Last post by ghariton
  • Which All-In-One for Locked in RRSP
    by BRIAN5000 »
    5 Replies
    835 Views
    Last post by ghariton
  • Spousal rollover of group plans at work
    by ig17 »
    13 Replies
    810 Views
    Last post by ig17
  • Looking for Vancouver based cross border financial advisor
    by Numbersman61 »
    13 Replies
    1094 Views
    Last post by Sittler10
  • Negative Values in Quicken 2014 Expenses Report.
    by jurodj »
    0 Replies
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    Last post by jurodj
  • Why do people put stocks in tfsa and leave gics unregistered?
    by Grachmanl »
    12 Replies
    1372 Views
    Last post by Marcus Aurelius
  • How much Canada do you have in your portfolio and what is your honest outlook for the cdn economy now and 20 years ahead
    by OnlyVGRO »
    90 Replies
    28276 Views
    Last post by Park
  • The elderly and the short-term capital preservation fallacy
    by ski_and_music »
    12 Replies
    1371 Views
    Last post by ghariton
  • Need Help!
    by Nave_x »
    7 Replies
    892 Views
    Last post by moneyscribe
  • Asset allocation per greaterfool
    by optim »
    5 Replies
    1071 Views
    Last post by Flaccidsteele
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