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Old 01-09-2024, 09:23 AM   #27
Slava
Franchise Player
 
Join Date: Dec 2006
Location: Calgary, Alberta
Exp:
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Quote:
Originally Posted by pseudoreality View Post
I can't speak for "people" or even general trends, but ditching the bank advisor selling me mutual funds versus buying my own ETFs through a discount online brokerage has been a godsend thanks to the Coach Potato Canada website. When I first started I had a basket of ETFs and rebalanced using a spreadsheet. Now I just buy the all-in-one ETF and call it a day. I think it costs an extra 0.1% for the auto-rebalancing, which I can live with. Fortunately, I'm far too lazy to track or try to time the market. I also like to make fun of my friend's stock tips.

As long as I am in registered accounts I think this strategy works for me. However, looks like I'll run out of contribution room soon. Once I get into taxable accounts, then I might want to have an advisor help with allocation for tax efficiencies. This is especially true if I go for the Smith Maneuver where you borrow against your home to invest. I've been eying that up for years, but have been too chicken spit to pull the trigger.
Yeah, it does depend on what products you're comparing them to and what kind of "advisor".
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