Archive for June 2026
Weekend Reading: Total Cost Reporting Edition
They say sunlight is the best disinfectant. Well, that light is about to shine a whole lot brighter on investment fees. Starting in early 2027, Canadian investors will see the total cost of owning their investments in a way they never have before. For years, the fees you pay to own mutual funds, ETFs, and…
Read MoreWhy 54% Is All You Need to Be a Great Investor (or Tennis Champion)
A client emailed me recently after a rough week in the markets. She’s a new DIY investor, still getting used to watching her portfolio in real time for the first time after years of never even logging into her old managed accounts. “I’ve been checking the app almost daily – maybe not a good thing,”…
Read MoreWeekend Reading: I Have Concepts Of A Plan Edition
During my recent interview with Dave Chilton on The Wealthy Barber podcast, we got into a question I hear often: when’s the right time to start working with a financial planner on retirement? Our answer wasn’t 65, it was roughly 10 years before you plan to retire. Of course, you can also be too far…
Read More