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May 2017

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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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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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Bidding wars are a fact of life when waging the buying war for Toronto real estate.  Bully offers and condition-free offers seem to be one of the only tickets...

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October 2015


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  Recently, the Globe and Mail created a tool for investors to compare if they are paying more or less for advice than other investors who complete the questionnaire do. ...

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February 2014


I’ll admit it, when I picked up a copy of Preet Banerjee’s new book, Stop Over-Thinking Your Money, The Five Simple Rules of Financial Success, I immediately flipped to chapter...

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December 2012


The spirit of the holiday season inspires charitable giving. Whether it is dropping a few coins in the Salvation Army bucket, helping out at a local food bank,...

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January 2011


At the end of 2009, there were over one million unclaimed bank account balances worth $395 million dollars in Canada. 

An "unclaimed balance" is a Canadian-dollar deposit or negotiable...

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July 2010


I multi-task and I know that it interferes with my productivity. 

Recently, expert sales and productivity coach Nicki Weiss wrote a fantastic article on how (and why) to stop multi-tasking.  Below...

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