Tag archives: Financial Advisor

How To Transfer Money From Your Financial Advisor To Questrade

Last update on Sept. 11, 2014.

In this video, we show you the logistical steps you need to take to transfer your money from your financial advisor or another brokerage, to Questrade.

Note that the video references the following articles.


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Understanding The Mutual Fund Industry: Advisors and Fees

Last update on Aug. 11, 2014.

 Financial advisors


The mutual fund industry in general has taken a lot of heat over the past decade in regards to fees. As a result, the financial services industry in general is turning more towards an advice-based platform. Many companies are actively encouraging new and emerging salespeople to offer broader financial ‘advice’ instead of simply trying to sell mutual funds.

The introduction of ETF’s into the Canadian marketplace in the 1990’s was the best thing to ever happen to the investing public.  The competitive pressures created with such a low-cost alternative have fueled countless debates surrounding fees. It is forcing ...

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Is Your Financial Advisor Deceiving You?

Last update on June 5, 2014.


Imagine that you were traveling somewhere in Asia, and you went shopping in a flea market. There, you come across a pair of Beats headphones on sale for only $70. The same model goes for $190 in Canada.

"Sweet!", you say to yourself. "I love Asia". You purchase the headphones and head back to your hotel room.

Once you're back, you try your new headphones on. But you notice that something's not quite right. The sound isn't as crisp as you would have expected from a Beats headphone. The material seems to irritate your skin as ...

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A Couple's Experience With A Typical Financial Advisor (Video)

Last update on June 5, 2013.

A recently retired couple had once trusted a financial advisor to invest their savings. This is what happened (explanations to follow).

3 Major Advisor's Failings

If you talk to other people near retirement age, you'll find that this couple's story is pretty typical. There are 3 major failings, as I see it:

1. Wrong recommendations: Obviously, this couple didn't have a big stomach for risk. But from the sounds of it, the advisor sold them products with more risk than they could handle. In a way, this is understandable. It's very hard to gauge risk ...

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