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Financial Planning

Challenge your financial planner

David and Lisa Skelly are concerned their portfolio isn’t aggressive enough, but they’re not getting much feedback from their...

Challenge your financial planner

Investing

Find a low-fee investing strategy

Bryn and Ruby want to simplify their portfolio.

Find a low-fee investing strategy

Investing

Reduce the sting of the DSC

Taking the hit on mutual fund DSCs is usually worth it if you’ve decided to manage your own money...

Reduce the sting of the DSC

Auto

Tow truck drivers and repair shops in cahoots

Your tow truck operator may be collecting a bounty from the repair shop resulting in a higher repair bill...

Tow truck drivers and repair shops in cahoots

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Auto

Extended warranties on new cars don’t always pay

An extended warranty is a good idea for brands like Audi, Mercedes-Benz, BMW, Cadillac and Lincoln if you plan...

Extended warranties on new cars don’t always pay

Investing

Manage various RRSP accounts

Darlene and Bill Stymie hold various RRSP accounts and don’t have a clear sense of how effectively their investments...

Manage various RRSP accounts

Investing

Investing for the future without a pension plan

Rose's conservatism is holding her back.

Investing for the future without a pension plan

Buying

How much to spend on a home in the city

Buying a house in a major city with 32% of your GDS is unrealistic.

How much to spend on a home in the city

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Bonds

Are GICs a substitute for bonds?

Laddered GICs can replace bonds in a balanced portfolio.

Are GICs a substitute for bonds?

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