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5i Recent Questions

Q: My grandson has been financially responsible and soon to be mortgage free. He has made some investments with with a financial advisor who has him in high MER mutual funds. He doesn't feel competent to have a self-directed stock account but he would like to invest using ETFs. Can you recommend where I might start in searching for an advisor who would be willing to invest in ETFs for a relatively small ($40,000) account to start. My grandson lives in Greater Vancouver.
With appreciation,
Ed

Read Answer Asked by Ed on October 19, 2021

Q: Can you recommend a sort of Rip van Winkle portfolio for an 84 year old lady who just sold her house? We're talking in the neighbourhood of $400,000. She has little need for the money right now and is not worried much about volatility. She has an pension which helps too cover the need for bonds.

Read Answer Asked by Fred on October 18, 2021

Q: About 1 year ago you provided some general guidance on a retirement portfolio and Im wondering what changes, if any, you might recommend given another year has passed. Im not looking for specific guidance but rather suggestions for me to investigate further given how the investing landscape has changed this past year. Retirement horizon is 5 years and the portfolio has the following holdings: ZAG(26%), ZSP (3%), CDZ(65%), ZEA(6%). We have a large cash position that were ready to deploy. First, what is your take on the viability and allocation of the current holdings? Second, what are some ETF suggestions for the cash - add to existing ETFs or do you have alternative funds youd recommend for us to investigate. Thanks so much!

Read Answer Asked by Warren on October 04, 2021
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