Brokers make money, investment bankers make money, fund managers make money! So who has your - and only your - interests in mind? 5i Research® does.
We work ONLY for you, our members. Isn't it about time someone was on your side? On your money's side? With No Conflicts, ever!
5i Research® is founded and majority owned by Peter Hodson, CFA, former Chairman of Sprott Asset Management L.P.
"Ten years ago I was forced from work due to illness, at the age of forty with three young children, my financial situation was very precarious. My wages were reduced by 50% and I had never invested in the stock market, it was imperative that I did something to supplement my income. With great advice from you and lots of reading and research, I was able to learn enough to almost return my earnings to their original levels."
- Robert S.
*General stock, ETF, fund, and investment questions only. We do not give individual portfolio advice.
How have some of our coverage companies performed as of April 27, 2018?
A typical mutual fund in Canada charges 2.50% in fees. This means you are paying $2,500 every year in fees, on a portfolio of $100,000.
The 5i membership price (before your MoneySaver discount) is $176.95, no matter how large your portfolio is.
That's a 93% savings compared to a typical mutual fund in Canada.
Plus, with 5i Research, you're also getting:
Let's see a mutual fund offer you that (while also being 93% less expensive!).
"5i, You are the best. Prompt, clear, and concise responses during this tough period, you are worth your weight in gold ! Thank you for your continued support and excellence in service and knowledge. You are definitely the best investment service out there."
Who owns 5i research®? 5i Research is privately owned, with the majority owned by Peter Hodson, CFA, former Chairman of Sprott Asset Management L.P. 5i Research Inc. is also the owner of Canadian MoneySaver, a fully-independent financial magazine, published since 1981.
Does 5i research® manage money? No. Managing money while providing research is filled with conflicts. We want our research to be unbiased.
Does 5i research® trade in stocks it covers? No. Never. Staff are also not allowed to buy any new Canadian securities. Staff are allowed to trade US securities only.
Is 5i research® affiliated in any way with any money manager, brokerage firm, bank or public company? No.
Why is the cost so low? We don’t print out glossy, 80-page reports. We don’t take company executives out to fancy dinners. We don’t pay lawyers to structure deals. We don’t pay commission to brokers to sell products. We don’t give any investment bankers large bonuses. We don’t cover everything. In addition, our founder has made a lot of money from wise equity investments, and we don’t need to charge a lot to our members in order to survive.
How often will I get research reports? Reports are issued frequently (about two per month). We cover individual companies, new issues, ETFs, structured products, and individual companies will be covered on an on-going basis. All reports are available to members for download from the members’ area. We also send out a member update e-mail every 2-4 weeks letting you know what's new.
Why do you use a high-school grading system on companies? Because everyone can understand it. An “A” company is better than a “C-“ company. Most stock analysts use inoffensive terms to protect their relationships with companies. Do you know if a “Sector Perform” is better than an “Equal Weight”? Frankly, neither do we. Letter grades are simple, and we don’t care if we offend a company with an “F” grade.
What does "5i research®" mean? Integrity - We have absolutely no conflicts. Insight - We have decades of experience. Independence - We work only for you. Individual - Our research is catered to you, not an institutional investor. Investment - Invest in education before you lose money elsewhere.
"I just wanted to take a minute and thank-you for adding the 'Question' section to 5i website - I love, love, love it. I'm extremely new to investing and I'm finding everyone's questions and answers very educational. Keep up the excellent work that you're all doing there at 5i, I'm really enjoying your website and love your newsletters. Thanks for watching out for us "little guys/gals".