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Fee-Based Accounts in Canada: Managed vs. Robo-Advisors Explained (Canadian Investing & CSC Prep)
➡️ Get your FREE concise study guide and 20% OFF the full study guide with mock test to prepare your CSC Exam at Mtalks.ca!
Download your FREE CSC Study Guide: https://www.Mtalks.ca
Get the Full CSC Study Package: https://www.Mtalks.ca/study-package
Ever wonder if your financial advisor truly has your best interests at heart, or if you're paying too much in hidden commissions? The shift from commission-based models to fee-based accounts is one of the most significant changes in the Canadian investing landscape, and understanding it is crucial for growing your wealth.
In this episode of Money Talks, we sit down with financial professional Rachel Underwood to demystify the world of fee-based accounts. We break down exactly how these structures work, helping you decide if they're the right fit for your portfolio. Whether you're a seasoned investor, a beginner navigating the Canadian stock market, or studying for your Canadian Securities Course (CSC) exam, this episode provides a clear, comprehensive roadmap.
Learn the critical differences between managed accounts and non-managed accounts, explore the advantages of Separately Managed Accounts (SMAs), and find out if a robo-advisor in Canada is the right low-cost solution for you. Stop paying for transactions and start investing in a relationship built on performance and trust.
(00:00) Introduction to Fee-Based vs. Commission models.
(03:15) The Key Advantages & Disadvantages of Fee-Based Accounts for Canadian Investors.
(07:30) Deep Dive into Managed Accounts: What are Discretionary Accounts?
(10:50) Mutual Fund Wraps vs. ETF Wraps: Which is better for you?
(14:20) Advisor-Managed vs. Separately Managed Accounts (SMAs): A guide to personalized wealth management.
(18:00) The Rise of the Robo-Advisor: Low-cost investing in the TSX.
(21:10) Final Takeaways: How to choose the right account structure for your financial goals.
You can listen to this episode on :
Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549
Spotify Link: https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba
YouTube:
Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY
Disclaimer: This podcast is for educational purposes only and should not be considered financial advice.
Keywords: fee-based accounts, managed accounts, Canadian investing, beginner investing Canada, financial advisor Canada, investment fees, Canadian stock market, TSX, wealth management, robo-advisor, separately managed accounts (SMA), mutual fund wraps, Canadian securities course, CSC exam, finance podcast.
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By SAGA Education➡️ Get your FREE concise study guide and 20% OFF the full study guide with mock test to prepare your CSC Exam at Mtalks.ca!
Download your FREE CSC Study Guide: https://www.Mtalks.ca
Get the Full CSC Study Package: https://www.Mtalks.ca/study-package
Ever wonder if your financial advisor truly has your best interests at heart, or if you're paying too much in hidden commissions? The shift from commission-based models to fee-based accounts is one of the most significant changes in the Canadian investing landscape, and understanding it is crucial for growing your wealth.
In this episode of Money Talks, we sit down with financial professional Rachel Underwood to demystify the world of fee-based accounts. We break down exactly how these structures work, helping you decide if they're the right fit for your portfolio. Whether you're a seasoned investor, a beginner navigating the Canadian stock market, or studying for your Canadian Securities Course (CSC) exam, this episode provides a clear, comprehensive roadmap.
Learn the critical differences between managed accounts and non-managed accounts, explore the advantages of Separately Managed Accounts (SMAs), and find out if a robo-advisor in Canada is the right low-cost solution for you. Stop paying for transactions and start investing in a relationship built on performance and trust.
(00:00) Introduction to Fee-Based vs. Commission models.
(03:15) The Key Advantages & Disadvantages of Fee-Based Accounts for Canadian Investors.
(07:30) Deep Dive into Managed Accounts: What are Discretionary Accounts?
(10:50) Mutual Fund Wraps vs. ETF Wraps: Which is better for you?
(14:20) Advisor-Managed vs. Separately Managed Accounts (SMAs): A guide to personalized wealth management.
(18:00) The Rise of the Robo-Advisor: Low-cost investing in the TSX.
(21:10) Final Takeaways: How to choose the right account structure for your financial goals.
You can listen to this episode on :
Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549
Spotify Link: https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba
YouTube:
Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY
Disclaimer: This podcast is for educational purposes only and should not be considered financial advice.
Keywords: fee-based accounts, managed accounts, Canadian investing, beginner investing Canada, financial advisor Canada, investment fees, Canadian stock market, TSX, wealth management, robo-advisor, separately managed accounts (SMA), mutual fund wraps, Canadian securities course, CSC exam, finance podcast.