by Rona Birenbaum BAS CFP®, CHFS | Jun 4, 2010 | All About Investing
We ask a lot of questions before developing an investor policy statement for our clients and one of them is about their rate of return expectations. But we don’t ask with the intention of developing a portfolio designed to achieve those expectations. So why...
by Rona Birenbaum BAS CFP®, CHFS | May 20, 2010 | All About Investing
A client of mine told me that her banker suggested that she might be able to reduce her account service charges if she switched to a “senior’s account”. My client was skeptical and had no intention to make the change. I asked her what she pays...
by Rona Birenbaum BAS CFP®, CHFS | Apr 16, 2010 | All About Investing, Musings, We Think You Might Enjoy...
Some of our clients call us nags and we thank them for the compliment. Actually, because we believe in complete professional transparency, we tell prospective clients up front that nagging is part of our job. As a result, 95% of our clients have well crafted Wills...
by Rona Birenbaum BAS CFP®, CHFS | Apr 8, 2010 | All About Investing, All About Tax
It’s always exciting when the government delivers a tax saving mechanism to Canadians and one of the most recent tax reducers is the Tax Free Savings Account (TFSA). Thousands of Canadians have opened these accounts over the past two years and many of them are...
