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Financial Planning

What to look for when choosing a financial advisor

Ali has two advisors and wants to consolidate his portfolio, but how to decide which one?

What to look for when choosing a financial advisor

The challenge of estate planning with blended families

Blended family conflicts have Chris rethinking her will. What should she do?

The challenge of estate planning with blended families

What to do when banks give questionable financial advice to seniors

Mel can't get a straight answer from his bank about his investment fees and is looking for some input...

What to do when banks give questionable financial advice to seniors

Should I invest my money or buy a life insurance policy instead?

Which makes more sense if Alessandro wants to leave money to his kids

Should I invest my money or buy a life insurance policy instead?

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Many advisors don’t care what financial products cost. You should, and here’s why

Embedded compensation has created a culture of indifference towards costs

Many advisors don’t care what financial products cost. You should, and here’s why

What it takes to retire at 45

Konstantino is 27 and hopes to retire by 45. He wants to know how that impacts his RRSP versus...

What it takes to retire at 45

Why GICs deserve a place in any fixed income portfolio

As interest rates rise, Frank is looking to GICs because his bond funds aren't making gains.

Why GICs deserve a place in any fixed income portfolio

Canada’s credit score obsession is leading people to make bad financial decisions

Credit scores reward indebtedness, because credit scores are a product for the banks

Canada’s credit score obsession is leading people to make bad financial decisions

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Investing tips for dual citizens of Canada and the U.S.

TFSAs are best avoided, RRSPs can work for you, and other financial wisdom

Investing tips for dual citizens of Canada and the U.S.

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