This page will help you make the most out of your money and save big bucks in the process.
Save with BMO!
Did you know that you can invest online with BMO and you won’t pay fees on your first $15,000 invested for a year? Make sure you use promo code MYOSF for My Own Advisor’s special offer when opening your BMO SmartFolio account!
Get more great deals thanks to my partnership with BMO. Make sure you use promo code MYOCASH for My Own Advisor’s special offer when opening your BMO InvestorLine account!
Save with Tangerine!
According to Statistics Canada, did you know the average Canadian spends up to $220 a year in bank fees??? Nuts. With a Tangerine no-fee daily Chequing Account, you could keep more of your money, and finally say goodbye to unfair fees. Click the link to learn more.
Use $1,000 of ModernAdvisor’s own money to invest!
Want to experience a smarter way to invest AND save more of your own money? Check out ModernAdvisor for your portfolio management needs. Act now and receive a $50 bonus when you sign up!
Want a no obligation test drive? Try ModernAdvisor risk-free for 30 days with a trial account funded with $1,000 of ModernAdvisor’s money!!. At the end of your trial period you can keep any gains if you open and fund a new ModernAdvisor account.
With ModernAdvisor, there are no admin, trading, or account maintenance costs. Clients pay a small, transparent management fee which is 0.50% per year for accounts under $100,000, 0.40% for accounts between $100,000 and $500,000, and 0.35% for accounts over $500,000. For accounts under $10,000 there is a minimum fee of $49/year – but they’ll waive the minimum fee for clients who are building their savings and deposit at least $1,500/year in their account.
Spending money online? Might as well get cash back!
Believe it or not, my wife is hooked on cash back shopping. (Maybe she should run a blog!) Join Great Canadian Rebates and start earning cash back when you shop online.