First, in Peter Hodson’s keynote (Oct. 16^th from 11:20 to 11:50) on ‘Investing for Dividends’, we can see the outperformance through the compound annual growth rate from dividend payers (7.8%) over both non-dividend payers (2.4%) and the TSX (4.3%) from 1998 to 2013. Perhaps most interesting is that while dividend payers offer a higher return, they also offered a higher risk adjusted return as seen through the Sharpe ratio over this period.

Source: BMO Financial Group - Figure is based on the price returns of equal weighted portfolios comprised of dividend-paying, and non-dividend paying members of the S&P/TSX Composite Index, rebalanced quarterly.

On October 18^th from 3:15 – 4:00, in “Things to Look for When Dealing With an Advisor”, Ryan highlights the classic chart showing the cost of fees compounded over the long-term. What is interesting about this one is that even with a small reduction in the fee (0.9% to 0.25%), nearly $94,000 can be saved over a 30-year period. The chart from Vanguard assumes an initial $100,000 invested with a 6% return reinvested.

Source: The Vanguard Group

We are excited to attend the Toronto World MoneyShow next week and hope to provide a first-hand summary on the blog for those who can’t make it. If interested in attending, you can register for free at this link.  

We hope to see you there.