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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.
Terminated, with no disability insurance? There’s a fix for that.
Typically, severance packages do not include a continuation of disability insurance.
Got a mortgage and non-registered investments? You’re doing it wrong!
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.
TD bank employees admit to breaking the law – were you surprised?
The TD news doesn’t surprise me, and it shouldn’t surprise you either.
Are Americans getting a better deal on financial advice than Canadians?
Lucky Americans – they pay much lower investment advisory fees than we do in Canada.
There is a new weapon in town when buying Toronto real estate
Bidding wars are a fact of life when waging the buying war for Toronto real estate.
How to Read the News Headlines
I’ve always advised clients to approach financial news as interesting, but not reliable as an investment strategy source.