
Jonathan Chevreau
Chief Findependence Officer at Financial Independence Hub
Investing Editor and Columnist at MoneySense
Articles
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3 weeks ago |
findependencehub.com | Jonathan Chevreau
On Wednesday, BMO ETFs conducted its second annual ETF Investor day. Conducted at the Toronto Stock Exchange, Do-it-yourself investors and finfluencers [Financial Influencers] were on hand for the ceremonial opening of the exchange, shown in the photo on the left (including myself). Hard to believe, but this marks BMO’s 16th year as a Canadian ETF provider.
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3 weeks ago |
findependencehub.com | Jonathan Chevreau
In mid-April, my monthly Retired Money column for MoneySense looked at the experience of new retirees who have just shifted from RRSPs to Registered Retirement Income Funds (RRIFs), including my own. Now my followup May column has been published, and it looks in more detail at how such new retirees should handle their Asset Allocation, particularly in light of this volatile Trump Trade War era we are now in.
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3 weeks ago |
moneysense.ca | Jonathan Chevreau
As for RRIF asset allocation, Lovett-Reid is “still a fan of equities in your portfolio. You could spend a third of your life in retirement and want to keep up your purchasing power. What if you live too darn long? Longer life expectancies require the growth potential that stocks offer over time.” She concedes it might make sense to gradually reduce stock holdings to 30% or 40% as you age, depending on health and income requirements.
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1 month ago |
findependencehub.com | Jonathan Chevreau
My latest MoneySense Retired Money column has just been published and covers something that was a new experience for me: starting and managing a RRIF or Registered Retirement Income Fund. You can find the full column by clicking on the highlighted headline: How to make sure you have enough money to fund your RRIF withdrawals.
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1 month ago |
moneysense.ca | Jonathan Chevreau
However, Allan Small, senior investment advisor with the Allan Small Financial Group, has a different view. “Obviously [you] have to make sure that there’s enough money in the portfolio that’s liquid to make the payment,” says Small. “I don’t believe in setting aside a bunch of money, which has to sit there so you can take the RRIF payments from it. I believe in investing as much as possible to take advantage of the market’s upswing—especially [those] over the last few years.
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