by Rona Birenbaum BAS CFP®, CHFS | Sep 18, 2017 | All About Investing, Musings, Risk Management
“When I was born the doctor came out to the waiting room and said to my father “I’m very sorry. We did everything we could, but he pulled through.”– Rodney Dangerfield Poor Rodney. Never got any respect. Kind of like annuities. There are a few reasons...
by Guest Blogger | Sep 10, 2017 | All About Investing, Retirement
Today’s article is a guest post written by Kola Ifabumuyi MBA – Mortgage Agent with Mortgage Architects [email protected] When mortgage renewal time arrives it’s time to pause and assess. Your financial situation may have changed since your last renewal –...
by Rona Birenbaum BAS CFP®, CHFS | Aug 25, 2017 | All About Investing, Risk Management
The Ombudsman for Banking Services and Investments (OBSI) is responsible for managing conflicts and complaints between Canadian banks and their customers and banks. Following a recent rash of customer complaints, the OBSI has commenced a formal review of banking sales...
by Rona Birenbaum BAS CFP®, CHFS | Aug 15, 2017 | All About Investing, Retirement, Risk Management
Is your magic number one million dollars, two million dollars, or five hundred thousand dollars? It really depends on six primary factors. These six factors, depending on how they relate to you, will either mean you have to save more or less to be comfortable in...
by Rona Birenbaum BAS CFP®, CHFS | Aug 8, 2017 | All About Investing, Retirement, Risk Management
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. They say: Well, that’s what the statement says. That’s what I’m looking at! But statements can be...
by Rona Birenbaum BAS CFP®, CHFS | Jul 25, 2017 | All About Investing, Cash Flow Concerns, For Business Owners
The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016. As a result, major Canadian banks and investment institutions repaid hundreds of millions to customers across the country. Based on years of overcharging. The OSC (Ontario...
