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How your portfolio could benefit from global dividend ETF


The Globe and Mail
Mary Gooderham
Published April 13, 2021
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For income-seeking investors, global-dividend ETFs promise broad diversification, low volatility and above-average yields. They also come with somewhat higher costs and a few tax drawbacks for Canadians, making them less suitable in some portfolios.
“Most people buying these want a higher level of income than they get from a broader index,” says Alan Fustey, a Winnipeg-based portfolio manager at Adaptive ETF, a division of Bellwether Investment Management Inc. “And they also want a high degree of sustainability on that income.”
In terms of total returns, however, some of these ETFs “lagged the market pretty badly last year,” Mr. Fustey notes, largely because they focus on dividend-heavy sectors such as utilities and financials and are underweight in the technology, communications and lower-quality small-cap companies that outperformed. ....

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Seasoned financial advisor brings wealth of expertise to Prince Albert


One of the top investment advisory firms in Canada has opened its doors in Prince Albert with a local resident at the helm.
Cole Kachur, Vice President and Portfolio Manager of Wellington-Altus Private Wealth and head of the Kachur Wealth Group opened a secondary office in the Gateway City to take advantage of the opportunities within the market he was born and raised in.
“From a wealth management perspective, Prince Albert is very underserviced and there are a lot of investors paying significantly too much in fees for below average returns and service,” Kachur said. “Over the past decade, my team and I have received nation-wide recognition for the outstanding work we do for our clients. I’m excited to expand our presence in PA and to provide industry leading advice to the great people of Prince Albert and area.” ....

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