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This episode of the Canadian Money Roadmap explores why chasing past investment returns is a losing strategy.
Hosts Evan and Sam explain that actively managed funds overwhelmingly underperform their benchmarks over time.
They advocate for an evidence-based approach built on broad diversification, low costs, and factor-based investing (size, value, and profitability) aligned with a personalized financial plan.
📱 Book an intro call - Cedar Point Pathway retirement planning service
📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
By Evan Neufeld, CFP®Send us Fan Mail
This episode of the Canadian Money Roadmap explores why chasing past investment returns is a losing strategy.
Hosts Evan and Sam explain that actively managed funds overwhelmingly underperform their benchmarks over time.
They advocate for an evidence-based approach built on broad diversification, low costs, and factor-based investing (size, value, and profitability) aligned with a personalized financial plan.
📱 Book an intro call - Cedar Point Pathway retirement planning service
📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.

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