Deals

This page will help you make the most out of your money and save big bucks in the process.

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Save big with BMO!

Use my promo code MYOCASH when opening your BMO InvestorLine account to save hundreds of dollars!

BMO InvestorLine - January 2019

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BMO SmartFolio

 

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ModernAdvisor - August 2016

 

FREE Investment Research in your inbox!

As a My Own Advisor reader you get full-access, for free, to all of 5i’s research reports, all the model portfolios, top companies and best ETFs to own.5i Research

 

Get HUGE cash back using your credit card (like I do)!

With the VISA Infinite Card (I own it) I earn 4% cash back on groceries and 4% on recurring bill payments.  If that wasn’t good enough, I also earn 2% cash back on gas and 1% cash back on everything else.Scotia Momentum Visa Infinite

 

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4 Responses to "Deals"

  1. There are many vendors for dividend information for a fee such as 5i, Dividend Earner, Sure Dividend, and Morningstar. Do you have any recommendations on the strengths/weaknesses of these vendors.

    Reply
    1. I have a partnership with 5i. Given they do not own any Canadian stocks themselves – to avoid conflict of interest – I love the unbiased reviews they offer.

      Should you wish to explore it…they have a free no obligation trial.
      https://research-5iresearch.lpages.co/free-trial-5i-research-my-own-advisor/

      I know the blogger Dividend Earner and he does well to provide detailed insights.

      I also know the blogger Sure Dividend as well. His articles are very thorough.

      I recall Morningstar just recently cancelled their free stock research tool? I never used it myself and I didn’t find it that great personally.

      What in particular are you looking for Nancy?
      Cheers,
      Mark

      Reply
  2. Thanks Mark, Appreciate the advice. I am looking to do more research on my investments. I have started to make many of the suggestions in your blog with regards to my TFSA (American and international ETFs) and RRSP/LIRA (Canadian stocks and ETFs). I am retired but have not started to withdraw anything but my real goal is building my retirement income stream and ensure it is built with sound and tax efficient investments. I very much enjoy your blog and find it very beneficial.

    Reply
    1. I hear ya with the income stream Nancy. Even though I’m not retired yet, I would love to have my income stream (i.e., that I blog about every month = $30k per year from non-reg + TFSAs) in place so that when I do decide to semi-retire, the income stream is there waiting for me. That’s the plan.

      I find I own enough CDN stocks now whereby I really need to diversify into the U.S. and I find the easiest and more safety-prone way of doing that is via low-cost ETFs. VYM and HDV are my favourites from the U.S. for some income and growth and they are very tax efficient inside the RRSP in particular.

      All the best and glad you enjoy the site!
      Mark

      Reply

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