How to Diversify Your Portfolio

One of the key themes in investing is diversification. In this video, Alex discusses why it’s important to have a diversified portfolio, and explains how you can diversify your own portfolio.


Timing the Market

There are many investors who believe in the strategy of “timing the market”. That means you sell out when the market is at a high, and then buy back in when the market is at the bottom; avoiding the loss of a market pullback.

Alex discusses a better alternative to this risky and ineffective approach.


What to Look For in a Mutual Fund

For many investors, Mutual Funds are a simple and effective investment type to meet their financial goals. In this video, Alex McVean discusses what investors should look for when choosing which mutual funds to purchase.


What to Look For in a Passive ETF

For many investors, a passive investment strategy built on low-cost index funds is a great choice to meet your investment goals. In this video, Alex discusses what you should look for when selecting a passive ETF.


The Basics of Investment Fees

Alex explains the 2 main types of fees that you can expect to pay for your investments, including what those fees cover, the average fee ranges, and what services you should expect to receive for those fees.


How Financial Advisors Get Paid

Alex explains the 4 primary models of how financial advisors are compensated for their services, so you can an ask the right questions, and make informed decisions about who’s managing your investments – and the value they provide.

Image Reads: What Are You Saving For? And the Steps to Get There. Alex McVean, CFA

What Are You Saving For?

Saving for your goals is easier than you think. Sometimes the hardest part is just getting started. These simple steps will have you on your way towards achieving your savings goal.


What is an RRSP?

The Registered Retirement Savings Plan, or RRSP, is a program created by the government to incentivize Canadians to save for their retirement. Alex explains the basics of what is an RRSP, how does an RRSP work, and how can I use an RRSP most effectively.


What is an RESP?

The Registered Education Savings Plan, or RESP, is a government sponsored program to encourage parents and caregivers in Canada to save for their child’s future education. Alex explains the basics of what is an RESP, and outlines the key benefits of the program.


What is a TFSA?

The Tax-Free Savings Account, or TFSA, is a government sponsored program designed to encourage Canadians to save their money. Today, Alex will explain the basics of what the TFSA is, how it works, and how you can use your TFSA most effectively.

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