Results for "financial advisor"

Portfolio strategy is a blueprint which investors use to create their optimal portfolios to achieve their financial goals. The strategy can take various forms for different investors. Some investors might be passive investors, tracking indices and markets, while others might take on a more active approach selecting and picking funds or stocks that match their view. A strategy, ideally, must also define when and how often would an investor rebalance their portfolio, time horizon, liquidity needs, and risk tolerance.

In the seventh edition of the MoneySaver Podcast, we chat with John De Goey, Portfolio Manager, Author of four books, Canadian MoneySaver contributor and frequent Business News Network.  We talk about embedded compensations, regulatory reform, ETFs and portfolio management.