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Value For Money Investing

Home » Value For Money Investing
 Time to Negotiate
1
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted November 19, 2017

Time to Negotiate

Unsure of your investment management fees? Read more to find out what you should be asking your investment advisor.

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 Financial Advice is a Great Responsibility
0
0
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted May 14, 2017

Financial Advice is a Great Responsibility

Ontario launched a review of regulations relating to financial advisors and planners to help investors and consumers make informed investment and financial choices, as well as enhance oversight [...]

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 Securities Advice Without Sales
0
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted October 21, 2015

Securities Advice Without Sales

Ontario is launching a review of regulations relating to financial advisors and planners to help investors and consumers make informed investment and financial choices, as well as enhance [...]

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 Financial Planning before Investing!
0
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted June 6, 2015

Financial Planning before Investing!

In a previous article, I attempted to clarify, what a CERTIFIED FINANCIAL PLANNER™ does. It was a long list of things including but not limited to helping people with cash flow analysis and [...]

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 Taxing Issues
0
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted April 1, 2015

Taxing Issues

There was a time, when the only taxman you worried about was Canada Revenue Agency(CRA). Last year that changed. The United States taxes its citizens, residents and green-card holders [...]

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0
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted February 5, 2015

Surprise! Surprise!

Earlier this week I had been enjoying the radio ads telling us with humour that surprises are not always good. Checking your parent’s browsing history, cold sores, etc. And then along comes [...]

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 Investing Made Easy
1
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted November 25, 2014

Investing Made Easy

If you are a regular reader of this column, you will know that I spend only a little time on actual investment issues, preferring to highlight and stress the importance and advantages of [...]

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 What Does a Certified Financial Planner Actually Do?
2
By Gordon Stockman, CA, CPA, CFP, CIM
In Value For Money Investing
Posted October 1, 2014

What Does a Certified Financial Planner Actually Do?

Certified Financial Planners are experts in comprehensive financial planning. They help people with cash flow analysis and budgeting, goal planning, debt management, insurance and risk management [...]

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