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It’s no surprise that a lot of Canadian DIY investors eventually find themselves comparing Wealthsimple vs. Questrade. These two fintech giants have made quite the…
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What is Wealthsimple? Wealthsimple was founded back in 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler. I gotta say that I really liked the…
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What is CI Direct Investing and Is It a Robo Advisor? CI Direct Investing is a combination of an automated investing platform and a personal…
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What is Questwealth Portfolios? Questwealth Portfolios, formerly Portfolio IQ, provides a unique hybrid model of investing to customers that you won’t find elsewhere. They offer…
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Passiv Review 2025 – Portfolio Management Tool
If you’re a Canadian DIY investor who prefers index ETFs – but prefers living life to dealing with rebalancing math and spreadsheets – then you…
Best Canadian Robo Advisors 2025
As we look ahead to the warmer days of summer, Canada’s best robo advisors are already heating things up with some excellent offers for hands-off…
Rebalance My Investment Portfolio: How, Why, and When
With all of the recent volatility in the stock market, I’ve been getting a lot of inquiries about rebalancing investment portfolios. Other inquiries have read…
Justwealth Review 2025
Why Justwealth? As I’ve updated my Justwealth review over the years, they have risen from a solid-but-not-elite option to the best robo advisor in Canada.…
Questrade vs Wealthsimple – Which is Better in 2025?
It’s no surprise that a lot of Canadian DIY investors eventually find themselves comparing Wealthsimple vs. Questrade. These two fintech giants have made quite the…
Wealthsimple Review 2025
What is Wealthsimple? Wealthsimple was founded back in 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler. I gotta say that I really liked the…
Wealthsimple vs. RBC InvestEase – 2025 Comparison
Whether you’re looking at the cutting-edge fintech company Wealthsimple, or the long-established Royal Bank of Canada (RBC), both financial institutions are keeping pace with Canadians’…
Best Stock Trading Apps in Canada
As a DIY investor, it has been quite rewarding to watch Canada’s best stock trading apps transform over the last nineteen years. When I first…
Wealthsimple Trade vs. TD Direct Investing
The Wealthsimple vs TD Direct Investing often boils down to a simple question: How much do you value price over user experience, full service, and…
Wealthsimple vs BMO in 2025
At first glance, a modern fintech company like Wealthsimple and an established financial giant like BMO couldn’t be more different. Yet, with the new push…
CI Direct Investing Review 2025 (Formerly WealthBar)
What is CI Direct Investing and Is It a Robo Advisor? CI Direct Investing is a combination of an automated investing platform and a personal…
Qtrade Guided Portfolios Review
What is Qtrade Guided Portfolios? (Formerly VirtualWealth) Qtrade Guided Portfolios is the new robo advisor put out by our #1 rated online brokerage company Qtrade.…
Nest Wealth Review 2025
What is Nest Wealth? In late January 2024, the digital finance company Nest Wealth was acquired by Objectway of Italy. Not much seems to have…
ModernAdvisor Review 2025
What is ModernAdvisor? ModernAdvisor was founded in 2013 by Navid Boostani (the CEO and a Certified Financial Analyst) and Adrian Brouwers. ModernAdvisor focuses on robo-advising,…
RBC InvestEase Review 2025
What is RBC InvestEase? Some people prefer to stick with the familiar and trusted, especially when it comes to choosing a robo advisor – and…
The Best Investments for Canadian Retirees: Stocks vs ETFs vs Robo Advisors
When discussing the best investments for Canadian retirees it’s important to understand upfront that it’s a nuanced topic. There is no one-size-fits-all silver bullet answer…
Wealthsimple vs. Justwealth in 2025
Justwealth and Wealthsimple are the #1 and #2 options on our newly-updated best robo advisors in Canada for 2025 list. Because Wealthsimple is more of…
BMO SmartFolio Review 2025
I’m a huge fan of robo advisors, and BMO’s robo advisor: SmartFolio is no exception to that. If you’re not familiar with robo advisors the…
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