Advisor to Client

Financial Planning

Joint tenancy and your estate plan

Protect your estate from family fights.

By Elaine Blades |June 19, 2014

3 min read

Investing

Planner: This is what an investment costs you

The inside track on how financial advisors are paid.

June 17, 2014

3 min read

Risk Management

Estate planning checklist

11 things to consider when arranging your estate

By Staff |June 17, 2014

1 min read

Investing

Conversation starter – What clients find on Google: ETFs

Popularity of ETFs continues to rise, so it's likely your clients will be asking about them.

June 17, 2014

1 min read

Investing

ETF evolution in Canada

People are always on the lookout for cheaper ways to invest. And for some Canadians, that’s meant turning to exchange-traded funds (ETFs)

By Evelyn Juan |June 17, 2014

2 min read

Investing

ETF cost structures

Trading ETFs is similar to trading stocks. But, if you plan to buy ETFs, know there are additional costs on top of management fees.

By Staff |June 17, 2014

3 min read

Investing

What DIY investors should tell their advisors

Recently, one of Tim Morton’s clients asked him to help with some do-it-yourself ETF trading. Morton’s a financial advisor with CIBC Wood Gundy and his client has a self-directed side account. He wanted those DIY trades in Canadian ETFs to complement the globally focused portfolio he has with Morton. “He’s an intelligent man, very experienced […]

By Evelyn Juan |June 17, 2014

2 min read

Investing

How ETFs are priced

ETFs have been branded as mutual funds that trade like stocks.

June 17, 2014

2 min read

Investing

What influences ETF trading?

ETFs continue to grow in popularity, and your advisor may have recommended them. Here are some of the strategies he or she will use to ensure you get what you ask for, and at a reasonable price. HOW AND WHEN TO TRADE First, when trading, an advisor will use limit orders instead of market orders. […]

By Dean DiSpalatro |June 17, 2014

2 min read

Investing

Model portfolios for ETF investors

Some investors aren’t convinced fees associated with actively managed mutual funds are worth it and opt for portfolios built exclusively with Exchange Traded Funds.

By Dean DiSpalatro |June 17, 2014

3 min read

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