Archive | October, 2017

Podcast 11: Fighting Evil With Index Funds

The waiting is over: we’re back with another episode of the Canadian Couch Potato podcast:

Our featured interview this time around is with Mike Foy, senior director of the Wealth Management Practice at J.D. Power, the well-known research firm. Mike was the lead author on the Canadian Self-Directed Investor Satisfaction Study, released in September. The survey included some 2,500 clients of the major online brokerages in Canada.

The full J.D. Power survey is not available to the public. But if you’re interested in comparing online brokerages in Canada, MoneySense has been doing an annual survey since 2013, and I was closely involved in establishing the criteria and writing the articles during the first couple of years. The 2017 edition includes a handy comparison tool that lets you scan for the features that are most important to you.

If you want to dig more deeply, you can visit the website for Surviscor, the research firm that provides the raw data for the MoneySense rankings.

Rob Carrick and the Globe and Mail also do an annual review of online brokerages and robo-advisors.

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