Robo-advisors

The annualized average return of the S&P 500 index is around 10%. Some stocks that make up the S&P 500 are worth hundreds or thousands of dollars, which means they may be out of reach for the average online investor, bringing the need for fractional shares into focus. In recent years, bull runs have built […]

The best robo-advisors in Canada are gaining ground as a top choice for investors, and for good reason. They offer a simple, hands-off approach to portfolio management without the need for direct interaction with a portfolio manager. A robo-advisor is a computer program that takes your financial details, like how much money you have and […]

Online brokerage has grown in popularity in recent years, driving down trading costs between fiercely competitive platforms. There are now a wide variety of online brokers on the Canadian market, with different prices, features and tools. With the arrival of new players and an expanding user base, it can be difficult for you to find […]

The popularity of robo-advisor services is well established. Investors are most attracted to these products due to the fact that they are professionally managed. However, a new competitor has emerged and risks changing the landscape! This product is called an all-in-one ETF or an asset allocation ETF. Like all ETFs, you can buy all-in-one ETFs […]

Like the small fortune buried in the cracks of your couch or the discovery of a $20 bill in the pockets of an old coat, your tax “return” can be intoxicating with its sweet scent of being reunited with your money. It seems that this money reappears in the most fateful way! But how do […]

Wealthsimple is an online investing service founded by Michael Katchen in 2014 in Toronto. Today the company has over $8.4 billion in assets under management. Wealthsimple stood out from the start by offering smart and simple investing without the high fees and account minimums associated with traditional investment management. The investment is made in a […]

Contrary to popular belief, Canadian robo-advisors have little in common with Terminator cyborg killers. In fact, these investment services employ real-life portfolio managers who handle their clients’ money. So there are actually no robots buying or selling on the stock markets. An age-old model Portfolio managers working for robo-advisors build several portfolios to accommodate different […]

I love Canadian robo-advisors. I’m not going to delve into why their strategy, which is to invest in stock market indexes, is attractive to investors. The beauty of a robo-advisor’s investing strategy is that it’s simple…so simple that anyone can create their own robo-advisor in just a few easy steps. Here’s how to do it. Determine […]

We started from the bottom now we’re here. Who’s we? Wealthsimple is the new kid on the fintech block kicking butt and taking names. If you haven’t heard of Wealthsimple, they’re only the biggest online investment and trading platform in the country. They’re on a mission to make “financial freedom a fundamental human right,” starting […]

Why do people invest in Canada? Actually, why does anyone invest their money in any financial market? It’s to achieve financial freedom and generate income or value from assets not related to your salary.  There are different ways to achieve this, mainly through active or passive investments.  The typical investment vehicles include bonds, futures, options, […]

Over the last decade, robo-advisors have exploded onto the investing scene and disrupted how individuals invest. Old-school investment management companies employ lots of people with finance and math degrees to figure out what’s going to happen to specific stocks and the stock market as a whole.  To cover the cost of running the company, they […]

The FIRE (Financial Independence Retire Early) movement’s popularity has been growing massively in recent years. Its ranks have been boosted by millions of people with the desire to kick their nine-to-five lives. The FIRE movement provides encouragement to millennials, or anyone whose lifestyle may leave something to be desired, to save as fast and hard […]