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From The Blog

Fee-ling the Pinch: US Online Brokerage Fee Wars and the Fiduciary Duty Rule

With all the legal and political battles going on in the US right now, it’s a little hard to keep track. There are, however, a pair of feuds that DIY investors and Canadian discount brokerages may want to keep on their radars, namely the commission price war between US online brokerages and the efforts to rescind the Department of Labor’s …

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Oh SNAP! An IPO like no other?

Snapchat has taken its sweet time to go public since co-founder and CEO Evan Spiegel hinted in 2015 that the company needed an IPO. But the time for Snapchat (whose official name is now Snap Inc) to go public has finally arrived. This week,  200M Class A Common stocks went public, and what an entrance it made. Up 44% in …

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Questrade’s IPO Centre: What you need to know

If you haven’t heard much about IPOs this year, you’re not alone. Globally, investment bankers have had a lot more time on their hands and deal flow has slowed to its lowest levels in a decade (see data on Global IPO proceeds below, courtesy of Renaissance Capital). Just about 6 months ago, however, Questrade waded head first into IPO deal …

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What are Friends For? A Review of Online Brokerage Refer-a-Friend Promotions

One of the interesting paradoxes of DIY investing is that for many investors, the journey to doing it yourself actually starts by consulting a lot of other people. Knowing this, several online brokerages have created incentive programs aimed at giving existing clients a ‘win/win’ approach to refer their friends and family. Unfortunately for many investors, when it comes to the …

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Latest Event Review

Event Review – 2013 Vancouver Resource Investment Conference – Cambridge House International

Continuing in its tradition of providing a forum for investors to connect with resource and exploration companies, great speakers and one another, the 2013 edition of the Vancouver Resource Investment Conference by Cambridge House International was by many accounts, a successful event. The official numbers reported over 10,000 individuals in attendance over the two days, taking in just over 500 …

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Event Review: Stock Chatter – TD Waterhouse Discount Brokerage

Event Review

We recently attended a roundtable event provided by TD Waterhouse Discount Brokerage entitled “Stock Chatter” at their downtown Vancouver Investor Centre. This educational session lasted an hour and a half and provided the audience with an overview of current stock  market conditions and  two different approaches to equity valuation. The presentation also covered two case studies that provided a better …

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