Blog
Get every new post delivered right to your inbox
The banks are your friend. Except when they’re not.
The Ombudsman for Banking Services and Investments (OBSI) is responsible for managing conflicts and complaints between Canadian banks and their customers and banks.
Do you really need a million dollars to retire comfortably? What is the “magic number” anyway?
Is your magic number one million dollars, two million dollars, or five hundred thousand dollars?
Why isn’t my investment performing?
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.
Canadians overpaid $354,000,000 for investment advice – Were you one of them?
The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016.
Avoid falling victim to predatory advisers
“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 20 years ago.
Childhood allowance – Rolling back time to re-visit a financial decision
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 a photographic memory, I’m reproducing it below.
What’s your REAL risk tolerance? Actions speak louder than words.
By now, most of you working with a financial advisor or robo-advisor have completed a standard risk tolerance questionnaire.
5 reasons why you should negotiate your severance package
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.
What IS a financial planner? Canada’s banks and I disagree!
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.