BMO U.S. Equity ETF Fund Series A (BMO722)

BMO S&P 500 Index ETF (ZSP)
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iShares Core Canadian Government Bond Index ETF (XGB)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC)
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iShares S&P/TSX 60 Index ETF (XIU)
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BMO Canadian Equity ETF Fund Series A (BMO144)
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BMO LifeStage Plus 2022 Fund - A (BMO416)
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BMO U.S. Equity ETF Fund Series A (BMO722)
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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?

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Read Answer Asked by Andrea on May 26, 2022