Archive for June 2023

Happy Father’s Day! Today seems like a good day to talk about the changes I plan on making to reboot our kids’ RESP portfolio. For years, I’ve invested our RESP contributions into TD’s e-Series funds – contributing $416.66 per month and then buying one of four e-Series funds (Canadian, US, or International equities, plus Canadian…

The transition to retirement can be hard enough without having to deal with a mess of individual stocks, mutual funds, and/or ETFs held across several accounts and institutions. Indeed, one of the most sophisticated moves you can make is to simplify your investment portfolio as you head into retirement. Consider Chris and Liza, a couple…