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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: Hi! Insurance brokers have taken a hit recently. Its seems the insurance cycle is against them for the foreseeable future. Companies like PGR have also taken a hit and seems' to be out of favor in the market, although the results did not seem alarming.

They, as well as the brokers I have listed, have a reputation to be be well managed and efficient and have had great returns historically. They do not reach these valuation levels often.

What are your views on the sector going forward and which companies would you recommend, if any?

Thank you!
Read Answer Asked by Pierre-Charles on October 17, 2025
Q: I have held the Mawer Small Cap Global fund for several years. performance hasn't been too good in my mind. I am just about flat since original investment. How does this compare to other similar funds? Can you suggest other choices that may be a better choice?
Read Answer Asked by Mike on October 17, 2025
Q: I would like to set up a portfolio of approximately $250,000 for my son who is in his mid forties who has zero interest or ability to manage the portfolio. Half the money would be in a TFSA and the other half in a 'cash' account. One possible option is to invest in a number of ETF's along the lines of the MoneySaver, Model Portfolio but not certain that this would be a good option as rebalancing would be required on a regular basis.
The other option that I am considering is to invest in one or more balanced ETF's or mutual funds such as VBAL, VGRO, XBAL, ZBAL, etc, or perhaps MF's such as the TD Balance Index Fund or the CIBC Balanced index Fund.

How would you structure a portfolio that would require little / preferably no maintenance over a long time frame. Thanks

With ETF's such as VBAL, XBAl, are dividends or interest payments reinvested by the 'fund. or is reinvesting of any proceeds necessary?
Read Answer Asked by John on October 17, 2025
Q: I am loosing a lot of money on both PFE and MRK. I hold them in RRSP since 2023 and down about 50% on PFE and 20% on MRK. Would you keep these or get rid of them and switch to some other healthcare stocks offering better long term total return (growth + dividends)?
Read Answer Asked by Pauline on October 17, 2025
Q: The USA banks have reported excelling results this week.

Do you expect the same from the Canadian banks?

And given that I am adding to my financial holdings is the risk reward better with US banks or Canadian banks?

Finally where would you place BLK and BLX in terms of potential upside in the next few years?

Read Answer Asked by Donald on October 17, 2025
Q: My son has US$100K to invest in a non-registered account. He would like to keep it simple and invest in a low fee ETF for balanced growth. Please suggest suitable investment vehicle in USD denomination.
Read Answer Asked by M on October 17, 2025
Q: Good morning. There seems to be a growing amount of chatter about the market being in a bubble. If one accepts this premise, what would be your top 2 defensive sectors and top 5 defensive stocks to build positions in? Either Canadian or US. Thanks.
Read Answer Asked by David on October 17, 2025
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