If you have just opened a trading account with a new discount broker or you have accounts in different places...

Now that you have a shortlist of advisors, the next step is to interview them. First, I compiled a list...

In response to the first post on the series on finding a financial advisor, Thicken My Wallet posed an interesting...

Ellen Roseman, the personal finance columnist for The Toronto Star, has a great column on choosing a financial planner. For...

The Sleepy Mini Portfolio was launched in September 2007 to demonstrate how a super simple, regular investment program can slowly...

Many investors would like to get exposure to US stocks in their portfolio even if they believe that the US...

I've held all our investment accounts at TD Direct Investing (TDDI) for a number of years. When I moved to...

Background I started the Sleepy Portfolio in 2005 to benchmark my personal portfolio, which at that time was mostly invested...

For years, Canadian stocks outperformed international stocks and Canadian investors were left wondering if diversifying into foreign markets was worth...

The tax on Employee Stock Purchase Plans (ESPP) has two components: the difference between the offering price and the fair...