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Is the Multi-Advisor Approach Best for You?
For many investors, diversification is key – a mix of equities, fixed income and cash based on your risk appetite. But when it comes to investment advice, does the same approach hold true?
How ultimatum from advisor can help vulnerable seniors
Advisors should be prepared to lose an account in order to protect vulnerable seniors from fraud or being taken advantage of by unscrupulous family members.
Rona Birenbaum, financial planner and founder of Caring for Clients, has first-hand experience of dealing with wealthy seniors who suffer from cognitive decline and impaired decision-making.
Actor Christine Solomon on why saving was key to her early success
In Scrimp and Splurge, financial planner Rona Birenbaum looks at how Canadians make everyday spending decisions. Here she speaks with Christine Solomon, a Canadian actress whose latest work involves the movie Kids Can.
RRIF or annuity? How about both.
Converting 30% of your holdings to annuities is the best option for those without DB pensions.
Rona Birenbaum is Interviewed by CBC / The National: How stock market volatility could be good for you
International stock markets are increasingly volatile, but some experts suggest that rapid changes could actually be good for you. Financial planners note that stock market downturns are normal and that experiencing this amount of volatility could actually help investors from getting too confident.
Women of Influence
Surging investor confidence in early 2018 is starting to look like reckless enthusiasm. Investors have lately shown a willingness to take on risk in search of home-run returns, and the investment industry is serving up products to capitalize.
How annuities can beef up retirement cash flow
Toronto-based financial planner Rona Birenbaum says annuity buyers can solve this by purchasing a permanent life insurance policy representing all or some of the capital amount used to purchase the annuity.
Taxes Next Steps
Ottawa may have backpedalled on some of its tax proposals but physicians remain very concerned.
This strategy could have you thinking twice about the benefits of annuities
With interest rates rising, it’s time for a fresh look at the cash-for-life comfort and convenience of annuities.
Opening a TFSA at your bank
Everything you need to know about the process and being prepared to meet a financial representative.