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