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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: Have any of the big 6 Canadian banks ever cut their dividends and if yes can you please provide specifics as to when, by what magnitude.
Many thanks for your service,
Stevr
Read Answer Asked by Steve on March 28, 2019
Q: Hello, Just wondering about your new portfolio analysis service. I see a fee of $390 for the full service, what if I still have time remaining on my existing 5i service? As well, curious about how we share information about my accounts and holdings, email, pdf?
How often do you review my portfolio, annually, as needed? Thanks, Lavern
Read Answer Asked by Lavern on March 27, 2019
Q: Hi,
I would like to subscribe to the Portfolio Analytics but I have already paid for the subscription till Feb 2020. How do I make partial payment
Read Answer Asked by manish on March 27, 2019
Q: Hi - looking for recommendation for ETF recommendations within my TFSA. 40% of TFSA will be for this ETF mix and 60% is in your Balanced Equity model. Long term investment horizon for me as in mid 30s. Any recommendations?
Read Answer Asked by Chris on March 27, 2019
Q: When filing your income tax return and you have to declare stocks sold in a particular tax year from an open account ( T5008) the CRA requests the Adjusted Cost Base for those stocks/sales. Can I as an individual calculate the ACB or do I have to have my financial institution provide it? If I can calculate it what backup material do I have to provide?
Read Answer Asked by John on March 27, 2019