Home Dan Bortolotti

At a June 7 roundtable held by the Ontario Securities Commission, investor advocates took aim at embedded compensation

  • July 23, 2013 September 7, 2018
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It’s not easy for retirees to convert their RRSP to a RRIF. Rather suddenly, someone who has spent his or her life gathering assets becomes a “decumulator,” and it’s a difficult transition.

  • June 25, 2013 September 6, 2018
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Low interest rates are a serious obstacle to funding retirement—you knew that already. The question is, what do we do about it?

  • May 28, 2013 September 7, 2018
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Back in March of 2010, the Canadian Foundation for Advancement of Investor Rights issued a report about the dismal state of money market funds

  • April 30, 2013 September 7, 2018
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For investors who hold fixed income in non-registered accounts, the combination of low yields and high taxes can easily result in negative returns after inflation.

  • April 16, 2013 September 6, 2018
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Ask a group of retirees what they want from their investments and they’re likely to give the same answer: income.

  • March 18, 2013 September 7, 2018
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Determining how much income you’ll need in retirement has always been difficult, and it’s still common to rely on rules of thumb.

  • March 5, 2013 September 7, 2018
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GICs have never enjoyed much respect from investors or their advisors.

  • February 4, 2013 September 6, 2018
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With more than 200 ETFs in Canada, are these choices helping or harming investors?

  • November 1, 2011 September 6, 2018
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