Tag Archives: Credential Direct

2017 Canadian discount brokerage review & 2018 preview

2017_Look_Back_Look_Ahead_Blog_v3b

Hard to believe how fast time flies. As we near the end of the 2017, we felt it was an appropriate time to reflect on what has been yet another eventful year for Canadian online brokerages. And, while we could comment on the rise of roboadvisors or the changing preferences of online investors, we figured it would be far more ... Read More »

Discount Brokerage Weekly Roundup – April 14, 2017

Weekly-Roundup-3b

With markets closed today in observance of Good Friday, investors on both sides of the border can spend their weekend recounting United Airlines memes, legalization of marijuana in Canada and the mother of all bombs. Say what you will about the news, but investors have a lot on their plates to digest – and that’s before sitting down to a ... Read More »

Discount Brokerage Deals & Promotions – June 1, 2016

Deals-Featured_Image_7

Summer is close at hand and now that May is behind us, those who have sold in May and gone away might still find a reason to come back to the markets – at least that’s what some brokerages are banking on. As we launch into a new month the discount brokerage deals and promotions landscape this year looks quite ... Read More »

Discount Brokerage Weekly Roundup – March 25, 2016

Weekly-Roundup-3b

For those who can’t wait to see Old Man Winter actually leave, this weekend couldn’t come fast enough. But, rest assured, signs of spring abound and as #BirdieSanders showed, that offers something to smile about. Canadian discount brokerages also seem to be taking their cues from Mother Nature by doing a little spring cleaning of their own. In this shortened ... Read More »

Discount Brokerage Deals & Promotions – March 1, 2016

Deals-Featured_Image_7

*Update Mar. 18* While there were lots of offers available to DIY investors from Canadian online brokerages into the RRSP contribution deadline, there were definitely fewer than last year. Volatile markets and Canadians signaling their reluctance to contribute to an RRSP this year might have contributed to the pullback in participation by brokerages however there may also be signs that ... Read More »

Discount Brokerage Deals & Promotions – February 1, 2016

Deals-Featured_Image_8

*Updated: Feb 2* While it still looks like winter across most of Canada, the deals and promotions section is a balmy +17 +18 at the outset of February. Even though no new deals have launched at the beginning of February, this month is typically a very exciting month across the discount brokerage space. Throughout January, for example, there were 7 ... Read More »

Discount Brokerage Weekly Roundup – January 15, 2016

Weekly-Roundup-3b

Sooo this week happened. For the bulls it was definitely a rough week all around but for the bears it has been a fantastic 2016. Unlike the question people were asking about the powerball lottery or real estate prices in Vancouver and Toronto (which was how high can this thing go?), Canadian DIY investors are looking at the loonie and ... Read More »

Credential Direct – The Psychology Behind Successful Investing

Presented by: Dr. Stephen Wendel, Head of Behavioral Science, Morningstar In this webinar sponsored by Credential Direct, and presented by Dr. Stephen Wendel of Morningstar, attendees will learn that personal grit isn’t enough when it comes to “staying the course” with one’s investment goals. Investors are continuously tempted in various ways to change, postpone, or abandon their financial plan. Fortunately, ... Read More »

Discount Brokerage Weekly Roundup – October 9, 2015

Weekly-Roundup-4b

This was a big week for rivalries. Whether it was Vancouver versus Calgary or Montreal versus Toronto, there was an electric kick off to the 2015/16 hockey season. It was a fitting backdrop as fierce rivals from across the Canadian discount brokerage landscape also stepped up their game with new features, promotions and movement taking place into the turn of ... Read More »

Discount Brokerage Weekly Roundup – August 21, 2015

Weekly-Roundup-2b

It seems that nowhere was safe from the bears this week. Not stock markets or commodities or even swimming pools. While the bears are out having a pool party, Canadian online brokerages are racing to see who’ll be the ‘last one into the pool’ when it comes to upgrading their website. In this week’s roundup, technology dominates as we take ... Read More »