Comments on: Canadian MoneySaver Seminar http://www.canadiancapitalist.com/canadian-moneysaver-seminar/ Helping you invest and prosper Sun, 12 Feb 2012 00:54:40 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Iain http://www.canadiancapitalist.com/canadian-moneysaver-seminar/#comment-2267 Iain Sun, 07 May 2006 14:57:10 +0000 http://www.canadiancapitalist.com/2006/05/03/canadian-moneysaver-seminar#comment-2267 I have not seen the seminar offered in Sault Ste Marie and therefore appreciate you posting the slides. Many thanks. I have not seen the seminar offered in Sault Ste Marie and therefore appreciate you posting the slides. Many thanks.

]]> By: Mike http://www.canadiancapitalist.com/canadian-moneysaver-seminar/#comment-2247 Mike Sat, 06 May 2006 03:46:08 +0000 http://www.canadiancapitalist.com/2006/05/03/canadian-moneysaver-seminar#comment-2247 Thanks for the personalized response. I like what you're doing with your website. I check by a couple times a week. Keep up the great work. My portfolio has primarily an international equity flavor, I got a return well into the double digits last year. However Mr. Advisor will be on a short leash going forward, all my MF's are front loaded with >2.5%MER. Now I find out about trailer fees and it's all starting to add up. The tough questions will certainly be asked going forward. I enjoy actively managing my finances/investments so I'm considering going alone, but I've decided to continue with an advisor for a couple more years. Cheers! Thanks for the personalized response. I like what you’re doing with your website. I check by a couple times a week. Keep up the great work.

My portfolio has primarily an international equity flavor, I got a return well into the double digits last year. However Mr. Advisor will be on a short leash going forward, all my MF’s are front loaded with >2.5%MER. Now I find out about trailer fees and it’s all starting to add up. The tough questions will certainly be asked going forward.

I enjoy actively managing my finances/investments so I’m considering going alone, but I’ve decided to continue with an advisor for a couple more years.

Cheers!

]]> By: Canadian Capitalist http://www.canadiancapitalist.com/canadian-moneysaver-seminar/#comment-2205 Canadian Capitalist Fri, 05 May 2006 02:26:47 +0000 http://www.canadiancapitalist.com/2006/05/03/canadian-moneysaver-seminar#comment-2205 Mike: Your advisor probably gets trailer fees. I think advisors should be fairly compensated for their time and expertise but my biggest problem is the undisclosed fees. If I were you, I would benchmark the advisor's performance against a simple diversified portfolio of index funds. If he or she is not beating the benchmark, I would definitely ask why not. Also, I think you should ask your advisor how much he is being compensated. Mike: Your advisor probably gets trailer fees. I think advisors should be fairly compensated for their time and expertise but my biggest problem is the undisclosed fees. If I were you, I would benchmark the advisor’s performance against a simple diversified portfolio of index funds. If he or she is not beating the benchmark, I would definitely ask why not. Also, I think you should ask your advisor how much he is being compensated.

]]> By: Mike http://www.canadiancapitalist.com/canadian-moneysaver-seminar/#comment-2203 Mike Fri, 05 May 2006 02:18:34 +0000 http://www.canadiancapitalist.com/2006/05/03/canadian-moneysaver-seminar#comment-2203 Thanks for the post. Page 18 made me want to vomit. Kinda makes me want to dump my advisor and go with stocks exclusively. Now I am wondering if he gets trailer fees. Thanks for the post. Page 18 made me want to vomit. Kinda makes me want to dump my advisor and go with stocks exclusively. Now I am wondering if he gets trailer fees.

]]> By: Kanwal http://www.canadiancapitalist.com/canadian-moneysaver-seminar/#comment-2200 Kanwal Thu, 04 May 2006 15:56:25 +0000 http://www.canadiancapitalist.com/2006/05/03/canadian-moneysaver-seminar#comment-2200 I also attended the presentation last night, and would have to agree that it was a great presentation. Highly recommend it! I also attended the presentation last night,
and would have to agree that it was a great presentation.
Highly recommend it!

]]> By: Big Cajun Man http://www.canadiancapitalist.com/canadian-moneysaver-seminar/#comment-2199 Big Cajun Man Thu, 04 May 2006 15:16:53 +0000 http://www.canadiancapitalist.com/2006/05/03/canadian-moneysaver-seminar#comment-2199 Excellent set of slides, good wide spread discussion with explanations for the important stuff. Looks like a good presentation, thanks for posting them. C8j Excellent set of slides, good wide spread discussion with explanations for the important stuff. Looks like a good presentation, thanks for posting them.

C8j

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