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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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Fortis Inc. (FTS)
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WSP Global Inc. (WSP)
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Premium Brands Holdings Corporation (PBH)
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BMO Equal Weight REITs Index ETF (ZRE)
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BMO Equal Weight Industrials Index ETF (ZIN)
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iShares Equal Weight Banc & Lifeco ETF (CEW)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Invesco NASDAQ 100 Index ETF (QQC.F)
Q: Hi Peter and all at 5i. Wishing you the best of the season!
Peter, first of all, I really enjoyed your last article in the National Post. Your financial stories were highly entertaining.
I manage a RRSP for my daughter-in-law. She has approximately 24K in cash due to a GIC that recently matured. (She got 5.16% interest).
She has these commission-free ETFs: CEW, QQC.F, XHC, XIT, and XST. She would have to pay a $10 commission on the following stocks and ETFs: BCE, BNS, FTS, PBH, SLF, WSP, ZIN, and ZRE.
Question 1. In what order would you suggest she uses the cash to purchase more of the commission-free ETFs?
Question 2. If there are compelling reasons to do so, in what order would you suggest she uses the cash to purchase more of the stocks and ETFs where there is a $10 commission?
I’m hoping that this question can be answered before Christmas if possible. Please use as many question credits as you see fit to provide a comprehensive reply.
Thanks as always for your valuable insight.
Peter, first of all, I really enjoyed your last article in the National Post. Your financial stories were highly entertaining.
I manage a RRSP for my daughter-in-law. She has approximately 24K in cash due to a GIC that recently matured. (She got 5.16% interest).
She has these commission-free ETFs: CEW, QQC.F, XHC, XIT, and XST. She would have to pay a $10 commission on the following stocks and ETFs: BCE, BNS, FTS, PBH, SLF, WSP, ZIN, and ZRE.
Question 1. In what order would you suggest she uses the cash to purchase more of the commission-free ETFs?
Question 2. If there are compelling reasons to do so, in what order would you suggest she uses the cash to purchase more of the stocks and ETFs where there is a $10 commission?
I’m hoping that this question can be answered before Christmas if possible. Please use as many question credits as you see fit to provide a comprehensive reply.
Thanks as always for your valuable insight.
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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Pason Systems Inc. (PSI)
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Granite Real Estate Investment Trust (GRT.UN)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Plaza Retail REIT (PLZ.UN)
Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Sun Life Financial Inc. (SLF)
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National Bank of Canada (NA)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Emera Incorporated (EMA)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.
Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.
The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD