by Rona Birenbaum BAS CFP®, CHFS | Aug 25, 2017 | All About Investing, Risk Management
The Ombudsman for Banking Services and Investments (OBSI) is responsible for managing conflicts and complaints between Canadian banks and their customers and banks. Following a recent rash of customer complaints, the OBSI has commenced a formal review of banking sales...
by Rona Birenbaum BAS CFP®, CHFS | Aug 15, 2017 | All About Investing, Retirement, Risk Management
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 to you, will either mean you have to save more or less to be comfortable in...
by Rona Birenbaum BAS CFP®, CHFS | Aug 8, 2017 | All About Investing, Retirement, Risk Management
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. They say: Well, that’s what the statement says. That’s what I’m looking at! But statements can be...
