by Rona Birenbaum BAS CFP®, CHFS | Jun 24, 2019 | All About Investing, All About Tax, Musings, Risk Management, We Think You Might Enjoy...
Our weekly take on news and information that is good for you. Not just about money, we highlight some of the most useful content the internet has to offer, straight to your inbox weekly. Is it worth fixing up your car before trading it in? The five biggest estate...
by Morgan Ulmer CFP® | Apr 9, 2019 | Musings, We Think You Might Enjoy...
Morgan Ulmer, CFP® Certified Financial Planner® professional Morgan joined the team in February, 2019 with 8 years of financial planning and financial literacy training under her belt. She is as comfortable working on complex financial planning engagements as she is...
by Rona Birenbaum BAS CFP®, CHFS | Jun 16, 2017 | For Business Owners, Musings, Retirement, We Think You Might Enjoy...
“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 when cold-calling, door-knocking and investment seminars were the primary methods...
by Rona Birenbaum BAS CFP®, CHFS | May 12, 2017 | Musings, We Think You Might Enjoy...
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. Bank employees being pressured to sell unnecessary products? That’s been a feature of the banking industry for as...
by Rona Birenbaum BAS CFP®, CHFS | Mar 23, 2017 | All About Investing, Musings, We Think You Might Enjoy...
Typically, severance packages do not include a continuation of disability insurance. This, despite the courts having made clear* that an employer is obligated to continue all benefits during the common law notice period, in the absence of a contract stating otherwise!...
by Rona Birenbaum BAS CFP®, CHFS | Feb 23, 2017 | All About Investing, Musings, We Think You Might Enjoy...
Lucky Americans – they pay much lower investment advisory fees than we do in Canada. Or so many people think … but is it true? With the new CRM2 legislation showing investors how much you pay for advice, it’s considerably easier to do a cross-border comparison. Let’s...
