by Rona Birenbaum BAS CFP®, CHFS | May 24, 2017 | Risk Management
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 a percentage decline in your portfolio can you tolerate over the short term? How soon will you been needing...
by Rona Birenbaum BAS CFP®, CHFS | May 17, 2017 | Cash Flow Concerns, Musings
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 treatment in your severance to chance. If you are hesitating getting legal advice before signing on the...
by Rona Birenbaum BAS CFP®, CHFS | May 16, 2017 | In the News
Be careful about trading tomorrow’s financial security for today’s expensive lifestyle. Download Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | May 12, 2017 | Musings, We Think You Might Enjoy...
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 employees being pressured to sell unnecessary products? That’s been a feature of the banking industry for as...
by Rona Birenbaum BAS CFP®, CHFS | May 4, 2017 | All About Investing, Risk Management
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 common law notice period, in the absence of a contract stating otherwise!...
