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July 2017

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The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016.

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June 2017


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"If you can get your hands on a directory of doctors, you'll be made."  Believe it or not, this was part of my training as a rookie financial adviser over...

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May 2017


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Maybe some of you remember my blog post of 2010, on whether or not to give a child an allowance ? In case you didn’t catch it, or don’t boast...

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By now, most of you working with a financial advisor or robo-advisor have completed a standard risk tolerance questionnaire. You know the questions:

 

 

How much of...

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Many of you will have read my March post , discussing the furor over TD bank employees being caught breaking the law. You may remember I was unsurprised. Bank...

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A “job for life” is a thing of the past.  Most Canadians will receive a termination notice at least once in their career.  Don’t leave getting the best possible...

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Typically, severance packages do not include a continuation of disability insurance. This, despite the courts having made clear* that an employer is obligated to continue all benefits during the...

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April 2017


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Interest rates are still low. As a result, we are increasingly asked if it makes more sense to invest extra cash rather than pay down debt. The same...

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March 2017


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The TD news doesn’t surprise me, and it shouldn’t surprise you either.

When CBC recently dropped the bombshell that employees were being pressured to sell unnecessary products to customers,...

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February 2017


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Lucky Americans – they pay much lower investment advisory fees than we do in Canada.

Or so many people think … but is it true?

With the new CRM2...

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