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Low return assumptions = smart planning. Find out why.
The Financial Planning Standards Council (FPSC) recently issued new guidelines for Certified Financial Planners (us!), in the development of financial plans.
Annuities – The Rodney Dangerfield of the investing world
The Financial Planning Standards Council (FPSC) recently issued new guidelines for Certified Financial Planners (us!), in the development of financial plans.
3 Reasons to Review your mortgage options at Renewal
When mortgage renewal time arrives it’s time to pause and assess. Your financial situation may have changed since your last renewal – hopefully for the better.
Planning for university – my daughter speaks up!
This blog features a very special guest – my university-bound daughter, Rachel!
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.