Do you need a planner if you’re a DIY investor?
The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.
Fee-only Planners
What Canadian finance pros need to know about money and mental health
Has a client ever gone silent or even hung up on you when discussing their portfolio or taxes? It...
When working with a financial advisor, understand what fees you’re paying
Financial advisors have different investing styles and fee structures. Here’s how to choose the right planner for your needs...
Can you help your kids financially without compromising your retirement?
A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.
Advertisement
James P. Gunn, financial advisor
Meet James P. Gunn James P. Gunn has been a financial advisor for over 25 years. He is the...
Nicholas Hui, P.Eng, Certified Financial Planner
Nicholas Hui is an advice-only Certified Financial Planner based in Markham, Ont. Learn more about his story and unique...
Janet Gray advice-only Financial Planner
Janet Gray is a Certified Financial Planner, speaker and educator based in Ottawa, Ont. Learn more about her story...
Getting a second opinion on your investment portfolio
Truth is, you can only get it from someone who is licensed to sell the products you have
Advertisement
The difference between fee-only and fee-based financial planners
There is a lot of confusion about what fee-only actually means and what such planners can and cannot do...