Robo Advisor
All Categories
What is Wealthsimple? Wealthsimple was founded back in 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler. I gotta say that I really liked the…
Read Full Article >>
It’s no surprise that a lot of Canadian DIY investors eventually find themselves comparing Wealthsimple vs. Questrade. These two fintech giants have made quite the…
Read Full Article >>
What is CI Direct Investing and Is It a Robo Advisor? CI Direct Investing is a combination of an automated investing platform and a personal…
Read Full Article >>
What is Questwealth Portfolios? Questwealth Portfolios, formerly Portfolio IQ, provides a unique hybrid model of investing to customers that you won’t find elsewhere. They offer…
Read Full Article >>Most Recent
The Best Investments for Canadian Retirees: Stocks vs ETFs vs Robo Advisors
When discussing the best investments for Canadian retirees it’s important to understand upfront that it’s a nuanced topic. There is no one-size-fits-all silver bullet answer…
BMO SmartFolio Review 2025
I’m a huge fan of robo advisors, and BMO’s robo advisor: SmartFolio is no exception to that. If you’re not familiar with robo advisors the…
VEQT ETF 2025 Review
As one of the Best ETFs in Canada, it made sense to take a deeper dive into one of my favourites with an in-depth VEQT…
Investing For High Net Worth Individuals
With the stock market hitting new all-time highs you may be hearing the term “High Net Worth Individual” a lot recently, and wondering exactly what…
Qtrade vs. Wealthsimple in 2025
If you’ve been searching for the best rated discount brokerages in Canada, it’s likely that the Wealthsimple vs. Qtrade debate has popped up on your…
Best Long-Term Investments in Canada 2025
Long-term investing is one of the most powerful ways to grow your wealth. As the name implies, long-term investing means that an investor buys an…
Best Canadian Inflation Stocks for Hedging Investments
Should you worry about re-working your whole portfolio around the idea of choosing the best Canadian inflation stocks? Probably not. Of course that’s easier said…
Questwealth Portfolios Review for 2025
What is Questwealth Portfolios? Questwealth Portfolios, formerly Portfolio IQ, provides a unique hybrid model of investing to customers that you won’t find elsewhere. They offer…
Wealthsimple Crypto Review
What is Wealthsimple Crypto? Wealthsimple Crypto is a crypto trading platform managed through Wealthsimple Trade. It features completely self-directed trading with commission-free buying and selling…
How to Invest With Little to No Money
If you are like many soon to be investors, you might have an idea of how you would like to invest and grow your wealth.…
Vanguard Canada Index ETFs vs Mutual Funds
When Vanguard Canada first approached me about doing an interview in regards to their two new mutual fund products, I have to admit that my…
Best Strategies to Hedge Against Stock Market Downfall
Having a stock hedging strategy is like having insurance… sort of. In general, it’s good to have a way to minimize damage when things go…
The Best ETFs for Canadian Expats Around the World
When my wife and I decided to move to Qatar, I wanted to check and make sure that my index investing strategies could still be…
Your Canadian Expat Investing Toolbox: DIY Discount Brokerages and Robo Advisors
Once you have taken a hard look in the mirror and decided what your target asset allocation should be (with some help if you need…
"I've completed my million dollar journey...
Want some help with yours?”
Instantly download our free eBook on tips for how to organize your RRSP, TFSA, and other investments, in order to get the most out of your retirement at any age.
