Weigh House Investor Services yesterday announced that its investment support services have been certified by the Centre for Fiduciary Excellence (CEFEX) as adhering to the fiduciary standard of excellence. Weigh House is the first organization in Canada to achieve this independent certification. Click here for press release. I wrote about fiduciary duty last month and [...]
Archive for April, 2010
Weigh House certified for fiduciary excellence
Posted in weighhouse, tagged cefex, fiduciary duty, weigh house on April 20, 2010 | Leave a Comment »
Clickworthy: ETFs not so passive after all
Posted in clickworthy, tagged acb, calculate, capital gain, distribution, etf, how to, tax on April 12, 2010 | Leave a Comment »
Those who think that ETF investing is a passive activity have obviously never done their own taxes. Calculating ACB (Adjusted Cost Base) for your capital gains & losses is no easy matter. With ETFs and mutual funds you need to pay very close attention to the nature of your distributions, as it could affect the [...]
Passive is as passive does
Posted in weighhouse, tagged active, investing, passive, weigh house on April 8, 2010 | 2 Comments »
The greatest risk to passive investing is being too active. Passive investing is an investment strategy in which a portfolio is managed with as few trades as possible to minimize costs and taxes. Index funds are the most popular form of passive investing. Active investing seeks to outperform an index through the strategic buying and [...]
Finding a manager
Posted in weighhouse, tagged how to find, investment counsellor, portfolio manager, search, weigh house on April 5, 2010 | Leave a Comment »
One of the more popular services that Weigh House offers is ManagerSEARCH, which introduces frustrated investors to portfolio managers that are aligned with their interests. I sat in on a ManagerSEARCH last week and was impressed by the process. Aside from the fact that Weigh House pre-screened the managers who came calling and provides a [...]
