OPM
RBC disses TD - Comparative advertising is coming
I saw this ad some months ago by Royal Bank (RBC) that I found quite novel: the bank directly attacked
1 min read
Is Dave Nugent still Chief Investment Officer of Wealthsimple?
Let me start by telling you about a pivotal event that happened at the foundation of Wealthsimple. In Canada, in
4 min read
James S. A. MacDonald, Canadian hedge fund pioneer and the last boss Greg Boland had
Today, I am launching what will be by far my most popular feature, Memba him
(which I totally copied from
1 min read
Are Koho, Wealthsimple and Power one happy family?
As I promised last time, I am moving on from Wealthsimple to talk about Koho.
As it happens, Koho also
3 min read
Forgive me for saying this, but Wealthsimple is one of the more bloated robo-advisors
The central tenet of passive investing is that lower fees are the surest path to satisfactory performance. Pioneer John Bogle
2 min read
Wealthsimple's global ambitions are - to date - a flop...we have the numbers
In 2018, Wealthsimple founder Michael Katchen penned an essay saying "Canada is bad at thinking big".
Wealthsimple launched
1 min read
What Wealthsimple acquiring SimpleTax means and why tax preparers are the urologists of the financial world
Last month, Wealthsimple acquired SimpleTax, an online DIY tax filing service
out of BC. SimpleTax has about ten employees and
3 min read
Joe Lewis, Tavistock, Newton Glassman and Callidus Capital, the distressed investor that went meta
The saga of Callidus Capital as a public company is winding down with a
shareholder vote later this month on
1 min read
Andrew Wilkinson of Tiny Capital, the Charlie Munger of Tech
So Bill Ackman is holding a Buffett-type lunch auction. Ackman is essentially a Buffett clone, except that he has an
1 min read
UK fintech unicorn Revolut is coming to Canada
Revolut - the UK based digital only bank unicorn - had been quieter for several months, its global expansion plans
1 min read