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Portfolio Management

Successful investing requires understanding the accounts and the tax benefits of each account.

Currency

September 27, 2025

Portfolio Management

Norbert’s Gambit: The Ultimate Step By Step Guide

Portfolio Allocation Ratios

August 1, 2025

Portfolio Management

Strategies for Optimizing Your Portfolio Allocation

Retiring With Dividends

January 13, 2024

Portfolio Management

Tips for Meeting Long-term Investment Goals

Cryptocurrency

September 27, 2025

Portfolio Management

How to Start Investing In Cryptocurrency

Dividend Growth Investing

July 24, 2025

Portfolio Management

FHSA – Everything You Need To Know

CDRs Canadian Depositary Receipts

September 27, 2025

Portfolio Management

What Are CDRs, How CDRs Work, and The Full List Of CDRs

Currency

September 27, 2025

Portfolio Management

Get US Dividends From Canadian Stocks

Portfolio Benchmarking - Icon

February 17, 2024

Portfolio Management

Benchmark your Portfolio: Choose The Right Index

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DISCLAIMER: Please note that this blog post represents my opinion and not an advice/recommendation. I am not a financial adviser, I am not qualified to give financial advice. Before you buy any stocks/funds consult with a qualified financial planner. Make your investment decisions at your own risk – see my full disclaimer for more details.

DISCLOSURE: Please note that I may have a position in one or many of the holdings listed. For a complete list of my holdings, please see my Dividend Portfolio.

Risk Disclosure

Risk Disclosure

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