In Episode 12 of the Rational Reminder podcast we were joined by Doug McKenzie, an executive at a large US financial institution, and a PWL client. We discussed the following:

Attacking a retirement goal
Managing expenses before retirement
Toronto real estate in a retirement plan
Living (and working through) the financial crisis
The Investor’s Group Dividend Fund
Income investing
Robo advisors
Using prepaid credit cards for budgeting
CCP vs. CPM vs. DFA
Running regressions
Data sources
Come From Away
The value of knowledge and advice

About The Author

Cameron Passmore

Cameron Passmore has been a leading advocate for evidence-based, systemic investing for over 20 years in the Ottawa area. Today, Cameron and his team serve a broad range of affluent clients across Canada.