Weekend Reading: Managing Investor Expectations Edition

The reason I put so much emphasis on low investment fees is because it’s one of the few key areas that investors can control (the others being asset allocation, rebalancing, and savings rate). Yet most investors focus on the area they cannot control – their portfolio returns. While it’s reasonable to expect investment returns in…

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How To Transfer Your RRSP To Wealthsimple

A client asked me to send step-by-step instructions on how to transfer your RRSP to Wealthsimple. He’s moving his $145,000 portfolio from Primerica over to Wealthsimple’s robo-advisor platform to save on fees. My client’s existing “Asset Builder Fund” charges a management expense ratio (MER) of 2.30 percent – costing him $3,335 in fees each year.…

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