You’re familiar with wealth management services offered by the Big 6 banks in Canada, but have you heard of those offered by boutique investment counselling firms? Investment counselling firms generally serve high-net-worth and ultra-high-net-worth individuals and families who choose to delegate investment decisions to a trusted professional in the investment industry.

Are you looking to understand what an investment counsellor does, what to look for when choosing an investment counselling firm and how to choose an investment counsel in Canada? This article is for you.

You have decided to work with an active manager and must now sort through many investment management firms to select one who is best suited to meet your personalized portfolio objectives. Selecting your active manager is an important task—here are 5 things to evaluate.

The rise of the retail army in equity markets has drawn our attention to a big misconception we often see online—that there is little difference between day trading and investing.

The truth is that day trading and investing are two completely different investment strategies. This article discusses some of the key differences between day trading and investing that are not just about the holding period of stocks.

A robo-advisor is a form of investment management which relies on algorithms to automate portfolio management and avoids all human interaction in the portfolio construction and rebalancing process. This automated process has given rise to a more affordable investment management option for the masses. But are robo-advisors really as effective as human advisors? What are the shortfalls of robo-advisors that investors need to know?

“Passive” investing removes human hunches from the process of what to buy and sell. Essentially, in a passive fund such as a passive Exchange Traded Fund (ETF), the portfolio manager follows a blueprint, such as an existing index, and does not actively manage the portfolio. However, if passive investing sounds like a simple, cost effective and easy way to protect and build wealth, why doesn’t everyone invest this way? The following article highlights 3 important ETF shortcomings all investors should be aware of.