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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: I am wanting to sell most of our equity exposure in spouse's RSP and my RRIF (a lot of equity exposure in TFSAs and cash accts). Looking at various fixed income/less risky options. Have perused your past income questions. For various reasons I like HUTL, ZWU and XEI for CAD, and ZMI.U for USD. Would prefer another one or two USD options. Could I get your assessment of the options I have indicated, and if you folks have other options (particularly for USD) I would welcome those. TIA.
Read Answer Asked by Bob on January 23, 2026
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: In an effort to minimize currency exchange costs, I am using separate all-in-one etfs for my CAD and USD accounts. The xbal for the CAD and the AOR for the USD account. I would be interested to know your thoughts and whether this merits attention. The xbal and others similar have huge Canadian weight which I would be happy to avoid. On the USD side they seem to have this sorted. My biggest beef there is that it is very US heavy and frustratingly, not visible in the 5i database. Could you please advise on option of xbal and aor, and also please look into integration of the AOR and comparable series?
Thanks
Peter
Read Answer Asked by Peter on November 28, 2024
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