From The Blog

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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Price Drop: HSBC InvestDirect Lowers Standard Commission Pricing

If there’s one thing that can take a Canadian discount brokerage from obscurity to contender, it’s dramatically lowering its standard commission pricing. Despite a relatively quiet summer, the lead up to the fall of 2015 has now officially been marked with a price drop from an unlikely source: HSBC InvestDirect. As of early September, HSBC InvestDirect has dramatically lowered and …

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Exclusive: Sneak Peek at Desjardins Online Brokerage’s New Website

The big story for Canadian online brokerages in 2014 was undoubtedly lower commission pricing. For 2015, however, it appears that Desjardins Online Brokerage has clearly cast user experience and design into the spotlight as they prepare for the launch of their newly redesigned website. was fortunate enough to get an exclusive first look at Desjardins Online Brokerage’s new website …

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Review: Dalbar Direct Brokerage Service Evaluation 2014

For Canadian discount brokerages, the idea of providing great client service is a moving target. Not too long ago service used to refer to the ‘offline’ world and meant having a face-to-face interaction at a branch. That gave way to the telephone, and the telephone to email, and email to web chat and web chat to social media. The result …

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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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