Hey I just wanted to see if there would be interest in a PII investment tool? I built a tool for myself to help me to make decisions on what and how I want to invest. The purpose is to help me see how I've done in the past, plus let me see how its projected to do in the future. I have the tool to a place where I'm pretty happy with it for my use case, and so I thought I'd deploy, and just see if other people would find it useful. If interested I'm looking for people to test it out and see what you think, and if you'd have any ideas you'd like to see implemented. This was tuned for me, so its only WealthSimple, and only Google user accounts, etc. If people like it and find it useful, I may add more features and support more systems. Currently you can upload your holdings, and you can upload your historical activity as well from WealthSimple (since that's what I use), so you can see how you've done against the market. Currently it's a manual upload from WealthSimple Downloads. Another feature it has is a share tool, so you can share a simple read-only version of one or all of your accounts. For example you can take a look at one of my accounts here: https://piidesk.com/shared/0e53c80a-eb9d-4eaf-a3a5-07ae2ef1fcf9 I also have is a backtested algorithm that tells you how the market is trending so you know when is a good time to buy, verses hold, or sell. I got freaked out buy the large crash that happened earlier this year, littereally the day after I sold my house and went all in on stock market. That freaked me out a lot, and I just wanted an algorithm to help give me a heads up on what's going on. Anyhow, if anyone is interested, there is a signup form on the home page. https://piidesk.com

Special thanks to TappAlpha Funds for sponsoring this video. It means a lot to have a team that genuinely supports pure educational content for Canadian investors, so a big shoutout to Si Katara and everyone at TappAlpha for showing the Canadian investor community some love! Please Share, like and comment on Youtube! Thanks Everyone!

Hi, I am in crossroads with the embark RESP / student joint account for my 2 kids. The experience is n't great with their hefty fees now close to 1.9 percent. This company started with Heritage and now after 2 name changes, its now embark. When i joined in 2015, they said i will be getting back the commission fees that they charge which is build inside the fund as separate fees- close to $1100 per kid. Now my first one went to univ and now they are telling that was signed up with old company. Embark customer service say embark is managed by entirely new management and unable to honor old agreements with Heritage. I withdrew all of the amount due for my first kid. My second child is doing his 9th grade. I am vexed up and want to quickly move out of embark. With only 4 years for him to finish high school, can i manage the RESP via DIY mode? I am thinking of moving the available amount to Questrade RESP with 40% in VFV.TO, 30% in ZEQT, 10% SPFD Mulvihill Split-preffered, 10% QDAY, 10% HDIV Looking for feedback about the mix, @Gary Gill and folks! Thank you for your time!

Let me know in the comments section on Youtube if you enjoy me pulling clips from previous podcast episodes. A lot of those conversations didn't get many views, which means most of you never saw the best parts, so I figured it was time to change that. And the great part is that a lot of the video ideas you've been asking for have been covered in guest conversations!

Another PDF for everyone!