Investing

What DIY investors should tell their advisors Fallback Image Decorative pattern

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

How ETFs are priced Fallback Image Decorative pattern

Investing

How ETFs are priced

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

June 17, 2014

2 min read

What influences ETF trading? Fallback Image Decorative pattern

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

Model portfolios for ETF investors Model portfolios for ETF investors

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