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October 2017

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Low return assumptions = smart planning. Find out why.

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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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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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May 2017


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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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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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