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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could you please offer an opinion on two Manulife funds, both managed by Alan Wicks. Both monthly high income funds, one Canadian MMF1040 and one US MMF9927. Not absolutely positive on the ticker numbers, they seem to have so many versions? My wife's advisor has suggested switching her accounts from the Canadian to the US version.

Read Answer Asked by Peter on September 29, 2022

Q: Please rate these mutual funds and suggest 2 options for each from Fidelity that you would choose instead if a rating is poor to fair.

Read Answer Asked by Terry on September 22, 2022

Q: Retired and Iam considering buying the above mutual fund, with a substantial amount to me $50,000 .
However the .91mer is giving me hesitation? Also not exactly sure what they yeild per year as Im looking for 3%+ dividend.
I understand they are a solid long term choice, however would like your etf equivalent with a better expense ratio and or performance.
( also not a fan of return of capital) .Thanks

Read Answer Asked by Brad on August 08, 2022

Q: Further to Madeline's comment re: TDB8150 Investment Savings Account (TD Bank)

Minimum initial purchase is $1000.00

If more CDIC insurance is needed TDB8155 (TD Mortgage Corp) and TDB8159 (Canada Trust Corp) are also available.

Read Answer Asked by Vera on August 02, 2022

Q: Hi Guys
I'm looking to purchase a Small Cap Mutual Fund in the next 12 Months.
It can include US companies also. Can you give me your favorite Small Cap Mutual Fund Company and Symbol that's available to retail investors.
Thanks Gord

Read Answer Asked by Gordon on July 06, 2022

Q: Good morning,

Thank you, for the insight and learnings provided daily by this team.

We have an opportunity to join an employers plan and take advantage of the matching contributions.

Our pick would be a global equity or target dated fund. Looking at performance, diversification and simplicity. Any additional insight is welcome.

The provider is Manulife.
MLI - MAWGE Mawer Global Equity

MLI - BRGLX Global Equity Index Fund (Blackrock)

MLI - B2050 Lifepath Blackrock Index 2050 Fund.

Thank you very much.

Read Answer Asked by Adam on May 31, 2022

Q: My sister has an RDSP with BMO. She has 75,000.00 in each the above funds. The lifestage money will mature in June and automatically go into a money market fund. The money will not be needed for years. She also has a trust fund. Do you have any suggestions for the 75k? Also, I believe the Cad and Usd equity funds are mutual funds. Should I move them to a lower cost ETF?

Read Answer Asked by Andrea on May 26, 2022

Q: My partner is invested in the Mawer International Equity Fund which is down 17.5% YTD. It holds 70% of its portfolio in European companies. Should she divest now as it appears the European economy could get much worse.

Read Answer Asked by John on May 24, 2022

Q: Fidelity ZERO Large Cap Index Fund (FNILX) Would this index fund be a buy in your opinion, or something else instead?

Thank you.

Read Answer Asked by Ross on May 11, 2022

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.

Read Answer Asked by maurice on May 05, 2022

Q: I have decided to move my investments from a portfolio manager to TD direct investing. I have a Cad and and Usd cash account and a tfsa. They have invested 50% of my money in mutual funds (mostly Dynamic Funds) and I'm tired of paying high fees with little or no active management. . They have told me they can transfer, in kind, the single stocks but must sell all the mutual funds before closing my account because they are F series. Does this sound right to you? Is there a way around this?

Read Answer Asked by Andrea on May 02, 2022

Q: Would like a current opinion on this mutual fund?
Is the fees worth the returns or would a global ETF perform better?
Greatly appreciate your opinion.

Read Answer Asked by Paul on April 11, 2022