Here is Part V of the Quotable Guide to Passive Investing. Part I is here. To access follow-on parts, click on links at the bottom of the each page.

U.S. broker Charles Schwab’s launch this week of 8 new exchange traded funds (ETFs) could be a watershed event for providers and users of ETFs and mutual funds. What’s remarkable is that they have fixed their management expense ratios (MERs) even lower than the Vanguard ETFs and are allowing their ...

A reader sent in an email with an interesting supplementary to the claim that trailer fees represent the cost of financial advice (in Part I). As you may recall, MacKenzie Financial’s publication claimed that an apples-to-apples comparison of ETFs to mutual funds required that the ETF orange be converted into an ...

Here is the second part of the post on the ETF vs. mutual fund debate ….

Oh my! Mackenzie Financial, the biggest mutual-fund family  in Canada, has fired a broadside at exchange-traded funds (ETFs). Financial columnists Ellen Roseman and Jon Chevreau have recently commented on the critique, which can be found on the Mackenzie Financial website under the title ‘I thought I wanted an ETF.’ Here are ...

ETFs are said to be more tax efficient than mutual funds because they are less likely to distribute capital gains (which are taxable when received in a taxable account). Why are they less likely to distribute capital gains?

Claymore Investments of Toronto is holding an exchange-traded fund (ETF) competition from August 17 to September 18. Called the 2nd Annual Claymore Next Top Model Summer ETF Competition, participants compete for prizes by picking a minimum of three TSX-listed Claymore ETFs and allocating $100,000 in play money over them. More ...

Mark Yamada’s firm PŮR Investing Inc. puts together portfolios of exchange-traded funds (ETFs) for investors (see previous post for his  ETF screener tool). One thing unique about their approach is the use of “risk budgeting” to select asset allocations.

I recently came across a website that offers a web-based screener for exchange-traded funds (ETFs) listed on Canadian exchanges. It’s free and apparently the first of its kind (so the site claims).

Rajiv Silgardo led the development of Barclays Canada’s family of exchange-traded funds (ETFs) and is now leading the development of BMO Financial Group’s family of ETFs (launched recently). In the following Q&A, he discusses why he left Barclays, why there is room for another ETF family in Canada, how BMO ...