John De Goey discusses XBAL
John De Goey of Wellington-Altus Private Wealth gives his outlook for the iShares Core Balanced ETF. https://www.bnnbloomberg.ca/video/john-de-goey-discusses-xbal~1655551
Author: John De Goey
Why top 50 Advisors switch
This is an interesting article I recommend about why advisors switch dealers https://www.wealthprofessional.ca/market-talk/five-reasons-why-top50-advisor-switched-dealers-248885.aspx
About Emerging Markets
This is an interesting article about emerging markets I recommend https://www.investmentexecutive.com/in-depth_/special-reports/emerging-markets-offer-diverse-opportunities/
INVESTOR TOOLS
An important video on the role of a good advisor from DFA:
Black Rock’s Long Term Return Assumptions:
Blackrock’s Long Term Return Assumptions: https://www.blackrockblog.com/blackrock-capital-markets-assumptions/
Remember when fund managers were rock stars?
Please read the text of my article at MoneySense, Canada’s personal finance website. Click here:https://www.moneysense.ca/save/investing/remember-when-fund-managers-were-rock-stars/
CPA: Financial wellness guide
CPA Canada: The Financial Wellness Guide
Financial Planning : The Body of Knowledge (BOK)
The Financial Planning Standards Council of Canada: Body of Knowledge (BOK)