My Best Financial Tip – Get Organized!

Excuses. I hear them all the time. “I would totally start investing in my company plan, but the forms are somewhere in my house.” “I was charged overdraft fees because I didn’t realize that my other bills came in at the same time.” “I would definitely figure out how much debt I had if I […]

Weekend Links – Financial Literacy Month!

Since November is Financial Literacy Month, there have been tons of great articles this week. Check out the ones I enjoyed this week: 1. Ninja over at Dividend Ninja tells us “Why You Should Start Investing Now!” It shows why you only need $25 per week to start investing in TD e-series funds, and how […]

Foreign Withholding Tax Cheat Sheet

A couple months ago, I linked up to a couple great articles over at Canadian Couch Potato in regards to Foreign Withholding tax that listed the best places to hold certain ETFs. Even though there was a lot of great information, some may have found the information a bit intimidating. Therefore, I took the information […]

Case Study #2 – November update

With the contribution they made last month of $5,000 to their RRSP, they added some VTI to their account. 2012 Investment Goals Max out remaining TFSA room – $14,500 (YTD – $10,500) Any remaining money will go into RRSP (YTD – $13,000) Target Asset Allocation Canadian equities: 30% (XIC) US equities: 25% (VTI) International equities: […]

Weekend Links – Remembrance Day

With all the excitement from Halloween and the elections this past week, Remembrance Day kind of sneaks up on you, hey? Spend some time remembering this Sunday. On with the links: 1. Mr. CBB posted his “October 2012 CBB Family Budget Update.” Very thorough, and it is interesting to see what different household budgets are […]

Norbert’s Gambit – Questrade

I had a previous post about how you can do Norbert’s Gambit with RBC Direct Investing, and I can finally report that it also works with Questrade. The funny thing is that when we emailed Questrade to confirm whether or not it will work, the response was NO! Not letting that deter me, I did […]

Portfolio Update – October 2012

No moves in October for me, so just watching the dividends coming in. It will be interesting to see how the market reacts as a result of the elections today. So this is what my investment portfolio currently looks like: TFSA – Stocks (CRS, SLF), ETFs (VTI, XSB, XBB) RRSP – ETFs (XBB, XSP, XIN, […]

Weekend Links – Beginning of November

I am fully expecting to start hearing my first Christmas carols either in the stores this weekend or on the radio. Don’t forget to change your time this Sunday!! Check out the posts I read this week: 1. Mr. CBB has his weekly Grocery Game Challenge, and it is always interesting to see what kind […]