Tag: information resource

The June 2018 OSC content has been published

The material from the June 12, 2018 Ottawa Share Club meeting has been published. It includes:

  • Peter’s slides presented by Brad and Eric on the use of advisors through the investment lifecycle.
  • Peter’s appendix about the difference between a dealing representative and an advising representative.
  • Margot Pomerleau’s slides on how to work with a financial advisor.
  • A pamphlet from Margot Pomerleau’s firm on the complaints process for retail investors in Canada (bonus material).

See all the content here.

February 2018 content from the OSC meeting on retirement forecasting is posted

An extensive array of content is now available for planning your retirement courtesy of Fred May and Brad Forden who presented the material at the OSC session on February 13, 2018.

It includes Fred and Brad’s presentation, a link to Steven Brown’s Excel retirement forecasting tool, a link to Brad’s updates to Steven Brown’s tool, and four example forecasting scenarios that Fred and Brad presented at the meeting.

Please see the Ottawa Share Club members and guest page for the material (near top of the page) here.

Note: Brad is looking for feedback on the enhancements he’s made to Steven Brown’s forecasting tool. If you’d like him to work with you to do your retirement forecast and test the changes he’s made, please use the comments feature at the bottom of Brad’s page here and offer a paragraph description of what assistance you need. He is prepared to work with a couple of people only so please submit your request promptly.

OSC December 12, 2017 presentations are posted

The presentations from the December 12 OSC meeting are posted.

See John Gosson’s autonomous driving material here. My notes with a few possible ETFs to consider are here.

See June’s OSC fantasy growth portfolio trade material here.

All available OSC member and guest content is posted here.

Investment Resources for Canadians tops 300 listings

Our partner site, ItsMyPortfolio.ca hosts Investment Resources for Canadians.

Investment Resources for Canadians is a free directory of web sites suited to Canadian independent investors. It now has over 300 catalogued and annotated listings.

The directory is searchable, viewable by category or can simply be browsed in its entirety (even though we created it, this is still our favourite way to see all the resources available and to discover more about them).

Feel free to visit and provide any feedback you might have.