Q: I inherited the following:McKenzie Strategic Income Fund;McKenzie Strategic Income Ser.A;Invesco Strategic Yield Fund;BMO Income ETF Portfolio;BMO Concentrated Global Balanced Fund.Are these suitable investments in the present rising rate,volatile environment and where applicable, are there ETF's
that mimic these funds?Thanks for your assistance in helping me sort these out. Maurice.

Q: For a mutual fund, do you think the CIBC balance index fund managed by Jacques Prevost is a good overall fund for a conservative investor? Reported returns of 6.7% for 5 and 10 years. Mer of 1.22%. I noted 25% allocation to financials. It’s in my wife portfolio and she was looking for advice. Any comments would be appreciated. Thank you!

Q: I have roughly 15% of my entire portfolio within a Taxable account. The rest is diversified within my RRSP, TFSA( Maxed) and LIF. With regards to the taxable account I would like to keep it as simple as possible taking into consideration the tax implications. I am thinking of going with an ETF or ETFs for this account. What would be the best etf's to go with and what % breakdown. The rest of my portfolio is basically 50% fixed income 50% equities,