Is your portfolio working hard enough? Find out what the right mix should be. Watch: Portfolio Builder: Lesson 4 Is Your Portfolio Working Hard Enough? How to Find the Right Mix Building an investment portfolio that meets your goals requires more than picking a few stocks or funds at random. The right asset mix balances … Read more

Watch: Portfolio Builder — Lesson 1 Welcome to Lesson 1 of the Portfolio Builder series. This introductory session is designed to give you a clear foundation in the principles of building and managing an investment portfolio. Whether you are starting from scratch or refining an existing portfolio, this lesson focuses on practical steps and long-term … Read more

Watch: Portfolio Builder — Lesson 2 This lesson in the Portfolio Builder series focuses on practical steps for constructing and maintaining an investment portfolio. Whether you’re new to investing or refining an existing strategy, Lesson 2 walks through the essential principles of portfolio construction: setting clear goals, choosing an appropriate asset allocation, diversifying to manage … Read more

Watch: Portfolio Builder — Lesson 3 Overview This Lesson 3 installment in the Portfolio Builder series helps you deepen your understanding of practical portfolio construction and ongoing management. Whether you’re a beginner assembling your first diversified portfolio or an intermediate investor refining allocation and risk controls, this lesson focuses on actionable techniques you can apply … Read more

Watch: Portfolio Builder — Lesson 5 This video is Lesson 5 of the Portfolio Builder series. It continues the step-by-step approach to building a resilient, goal-driven portfolio. Whether you are beginning to assemble your first investment portfolio or refining an existing one, this lesson offers practical guidance, clear explanations, and actionable practices you can apply … Read more

Watch: Portfolio Builder — Lesson 6 Lesson 6 of the Portfolio Builder series focuses on integrating the elements you’ve learned so far into a cohesive, practical investment plan. This lesson is designed to help you move from theory to action: define realistic objectives, structure a diversified portfolio, set risk controls, and adopt a repeatable process … Read more

I’m hoping someone can give me advice about my mother’s accounts. She is 87, has dementia and lives in a care facility. I hold her power of attorney and am named as executor. She currently has about $250,000 in bank accounts and GICs. Should a small portion be gifted to each child now as a … Read more

There are many reasons someone might consider buying a second home. You might want a place for a family member to live—such as your daughter while she attends university—or a condo to use during the workweek when you need to be downtown. Before you commit, though, it’s important to determine whether you can truly afford … Read more

Kyle Prevost, editor of Million Dollar Journey and founder of the Canadian Financial Summit, summarizes recent financial headlines and explains what they mean for Canadian investors. The inflation mountain: What the descent may look like There are growing signs that the 8.1% annual inflation rate recorded in June 2022 marked the high point of the … Read more

Even if you’re not actively investing in cryptocurrencies, you’ve likely heard of the two market leaders: Bitcoin and Ethereum. Together they dominate the crypto landscape, accounting for roughly 39% and 18% of the total market capitalization, respectively, with other coins trailing far behind. Ethereum, created by Russian-born Canadian programmer Vitalik Buterin and launched in 2015, … Read more