Smart Money Invest

Smart Money Invest Smart Money Capital Management "Smart Money" is one of Canada's original online wealth managers (or more commonly referred to as a "Robo-Advisor").

We offer a low-cost, personalized portfolio strategy optimized to help Canadian individuals and businesses achieve their financial goals. Investing Made Easy! We offer three main services. Asset Allocation:
Your money is safely invested in up to 10 different asset classes. Stock and bond ETFs are optimally weighted to stay within your risk tolerance while helping you meet your investment objectiv

e. When selecting ETFs, we consider the following, expense ratio, bid-ask spread, assets under management, exchange rate hedging and capital gains implications. Smart Rebalancing:
The investment in a portfolio will perform according to the market. As time goes on, a portfolio's current asset allocation will drift away from an investor's original target asset allocation (i.e. their preferred level of risk exposure). If left unadjusted the portfolio will either become too risky, or too conservative. Tax Loss Harvesting:
Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or "harvesting" a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining the optimal asset allocation and expected returns

Invest in yourself, not by yourself!

Here's how this family can save enough for their kids' education, buy a new house and still come out with a 5-star pla...
10/03/2018

Here's how this family can save enough for their kids' education, buy a new house and still come out with a 5-star plan.

Here’s how this family can save enough for their kids’ education, buy a new house and still come out with a 5-star retirement plan

The best, and worst, ways to deal with .
10/02/2018

The best, and worst, ways to deal with .

Trying to dig out of debt? Don't use a spoon...Use a shovel to deal with debt.

You are only on the right path to financial confidence when your is custom-fitted for you specific circumstances.⠀
10/01/2018

You are only on the right path to financial confidence when your is custom-fitted for you specific circumstances.⠀

Peter Hodson: Here are five ways to keep your taxes as low as possible.
10/01/2018

Peter Hodson: Here are five ways to keep your taxes as low as possible.

Peter Hodson: Here are five ways to keep your taxes as low as possible

"It's easy to be forgetful. I’ve been known to forget a few things myself – most notably my anniversary. So, each year a...
09/28/2018

"It's easy to be forgetful. I’ve been known to forget a few things myself – most notably my anniversary. So, each year at about this time, I like to remind Canadians of tax ideas for the fourth quarter of the year."

Look at available tax deductions and credits, charitable donation options, income-splitting, TFSAs, RRSPs, and more.

Our feature for today is ETF Dividends! High growth companies and startups will rarely pay out dividends, instead will...
09/28/2018

Our feature for today is ETF Dividends!

High growth companies and startups will rarely pay out dividends, instead will reinvest the money into the company. Large established companies will most likely give out dividends.

Dividends are taxed at a lower rate than income.

The mood of seems to mimic the cyclical nature of markets by oscillating between the emotions of greed and fear. Many ...
09/27/2018

The mood of seems to mimic the cyclical nature of markets by oscillating between the emotions of greed and fear.

Many investors panicked in fear and sold out of their stock after experiencing dramatic losses, only to trade into GICs that paid almost zero return during the recession.

09/26/2018

A common assumption for couples approaching retirement and financial planners alike is to plan for a synchronized retirement date. But should couples plan to retire at the same time? https://buff.ly/2QXaoIn

09/25/2018

Canadian employees can expect very slightly higher salary increases in 2019, compared to 2018, according to Aon’s 2018/19 salary planning report.

We are upgrading our site to meet the new General Data Protection Regulation (GDPR) in force since 25 May 2018 in the European Union.

In our latest blog, our Associate Advising Representative & Client Account Manager, Mike Fortunato describes how were ...
09/24/2018

In our latest blog, our Associate Advising Representative & Client Account Manager, Mike Fortunato describes how were thrown this rollercoaster ride, as the was beginning its recovery in 2009. https://buff.ly/2ONEQ6y

Canadians with solid financial plans feel better off emotionally and financially than those without, according to resear...
09/21/2018

Canadians with solid financial plans feel better off emotionally and financially than those without, according to research.

This is the biggest mistake you can make with your finances. Find out how to avoid it and get on the path to greater emotional and financial well-being.

09/19/2018

The amount households owe, relative to their income, crept higher in the second quarter (Q2 2018), even as mortgage borrowing continued to slow, Statistics Canada said.

Address

6th Floor, 10 Dundas Street E
Toronto, ON
M5B2G9

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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