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...
planning
What type of financial advisor do you need?
If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...
Russ Dyck financial advisor
Meet Russ Dyck, a Certified Financial Planner and founder of Finovo.
Financial planning for the first time? A guide for women on a single income
Single and your income is already spread thin—so how do you save for the future? Three financial experts share...
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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...
Joseph Curry Certified Financial Planner
Meet Joseph Curry Joseph Curry is the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified”, featuring...
Yes, a cottage is an investment property—here’s how to minimize capital gains tax
Should you “invest” in a cottage? And if you do, what happens when you sell it, give it away...
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.
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James P. Gunn, financial advisor
Meet James P. Gunn James P. Gunn has been a financial advisor for over 25 years. He is the...