Rob’s Read: “Check in, freak out: The ‘double-edged sword’ of real-time portfolio tracking” (The Globe and Mail)

“Modern portfolio management tools give today’s investors control over their own savings, insight into fees and performance, and the luxury of watching their money vanish in real time when markets plunge.

With immediate access to their holdings through online investment platforms and mobile apps, retail investors have the ability to continuously track fluctuations in their personal wealth.

That’s a temptation many long-term investors seem unable to resist.

Canada’s largest robo-adviser, Wealthsimple, said about one-third of its clients log into their accounts daily, for example.”

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Rob McClelland RFP, CFP, HBA
Vice President, Co-Branch Owner, Senior Financial Planning Advisor
The McClelland Financial Group of Assante Capital Management Ltd.


Amber Mazurkiewicz B.A.
Marketing Manager
The McClelland Financial Group of Assante Capital Management Ltd.


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