Blog
Get every new post delivered right to your inbox
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.
Think twice before you chart your course by that dollar-weighted return!
You might think it’s easy to know whether your investments are doing well. And that it will be easier yet, post-CRM2, now that your investment professionals are required to report on how well you did and what fees you paid.
Why I don’t have a bucket list and you don’t need one either.
My friend is dying, long before her time. I visited her at the hospital today and the subject of bucket lists came up. She asked me if I had one.