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September 2017

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When I was born the doctor came out to the waiting room and said to my father "I'm very sorry. We did everything we could, but he pulled through. 

– Rodney Dangerfield

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Today’s article is a guest post written by Kola Ifabumuyi MBA – Mortgage Agent with Mortgage Architects kola.ifabumuyi@mtgarc.ca

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This blog features a very special guest – my university-bound daughter, Rachel! 

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August 2017


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The Ombudsman for Banking Services and Investments (OBSI) is responsible for managing conflicts and complaints between Canadian banks and their customers and banks.

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Is your magic number one million dollars, two million dollars, or five hundred thousand dollars?  It really depends on six primary factors. These six factors, depending on how they relate...

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Clients will occasionally ask: Why isn’t my investment doing well? Then I ask which one they’re concerned about, and what they’re basing that determination on.

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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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