Viewing posts in: Mutual Funds

Jul 10, 2020 D-I-Y Investing with Dan Hallett, CFA, CFP

by Canadian MoneySaver

Ellen Roseman talks to Dan Hallett, CFA, CFP, Vice President, Research and Principal at Highview Financial Group about fiduciary duty, how to find an advisor, mutual funds, exchange traded funds and do-it-yourself investing.

The MoneySaver Podcast with Ellen Roseman/Dan Hallett

 

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Jan 08, 2020 Advice-Only Financial Planner Puts Clients First by Selling Advice only, No Products.

by Canadian MoneySaver

In this episode of the MoneySaver Podcast, Ellen Roseman chats with Sandi Martin, Certified Financial Planner, from Springplans.ca about fiduciary duty, advice-only financial planners, and putting the needs of the client before product.

The MoneySaver Podcast

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Oct 01, 2019 Say Good-bye to Paying High Investment Fees

by Canadian MoneySaver

In the 23rd edition of the MoneySaver Podcast, Ellen Roseman chats with Dale Roberts, blogger behind the Cut The Crap Investing!  In this episode we chat about robo-advisors, all-in-one ETF portfolios and Dale gives us his three best money tips that he has found useful in his life.

Dale Roberts

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