I’m looking to help my brother move all his assets to a Canadian brokerage. I’d love to find an institution that offers something equivalent to fidelity’s cash management account with a money market sweep option.
For bonus points:
1) looking for the closest Canadian equivalent of VT and a total bond market index, or alternately, a single target date fund. Trying to set up a two (or one!) fund portfolio with lowest expense ratio, etc.
2) looking for the cheapest way to convert USD to CAD and wire from a US to a Canadian bank.
Thanks!
For bonus points:
1) looking for the closest Canadian equivalent of VT and a total bond market index, or alternately, a single target date fund. Trying to set up a two (or one!) fund portfolio with lowest expense ratio, etc.
2) looking for the cheapest way to convert USD to CAD and wire from a US to a Canadian bank.
Thanks!
Statistics: Posted by MandrakeBabka — Tue Dec 30, 2025 7:57 am — Replies 0 — Views 11