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FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

by Andrew Dobson | Feb 9, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?” was originally published in Financial Post on February 9, 2024. By Julie Cazzin with Andrew Dobson. Photo by Worldspectrum from Pexels. Investing as...
Retirement math you need to know, from how long you’ll live to deferring CPP

Retirement math you need to know, from how long you’ll live to deferring CPP

by Jason Heath | Feb 5, 2024 | Financial Planning, Financial Post, Jason Heath, News

The article “Retirement math you need to know, from how long you’ll live to deferring CPP” was originally published in Financial Post February 5, 2024, by Jason Heath. Photo by Junior Bastos of Pexels. Jason Heath: Go beyond how much you need to save...
FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?

FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?

by Andrew Dobson | Jan 12, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Is it wise to invest some savings in gold? If so, what’s the best way?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by by rcphotostock. Gold should be used mainly as a...
FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?

FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?

by Andrew Dobson | Dec 15, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: How do I figure out my combined marginal tax rate so I can make good financial decisions?” was originally published in Financial Post on December 15, 2023. By Julie Cazzin with Andrew Dobson. Photo by Mikhail Nilov from Pexels....
Behavioral Finance: Why Your Investing Mindset Matters Just as Much as Your Portfolio Mix

Behavioral Finance: Why Your Investing Mindset Matters Just as Much as Your Portfolio Mix

by Hannah McVean | Nov 22, 2023 | Financial Planning

What’s a bigger driver of investment performance – asset allocation or your investing behaviour? Many people likely believe that neither of these is the biggest driver of portfolio performance, but instead that the biggest driver is security selection. There is...
FP Answers: How will cashing in my stock options affect my CPP contributions for the year?

FP Answers: How will cashing in my stock options affect my CPP contributions for the year?

by Andrew Dobson | Nov 17, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: How will cashing in my stock options affect my CPP contributions for the year?” was originally published in Financial Post on October 6, 2023,  By Julie Cazzin with Andrew Dobson. Photo by by TonyIaniro from Getty Images. If you...
6 retirement strategies that don’t get talked about enough

6 retirement strategies that don’t get talked about enough

by Jason Heath | Nov 15, 2023 | Financial Planning, Financial Post, Jason Heath, News

The article “6 retirement strategies that don’t get talked about enough” was originally published in Financial Post November 15, 2023, by Jason Heath. Photo by AndreyPopov from Getty Images. Jason Heath: These alternative strategies can help you...
Understanding Money Trauma: Navigating Overspending with the Window of Regulation

Understanding Money Trauma: Navigating Overspending with the Window of Regulation

by Hannah McVean | Oct 31, 2023 | Financial Planning

You could have money trauma. Like all trauma, it’s different for everyone. At the very least, you may have some emotional wounding, cognitive distortions, or negative feelings around money. I’ll explore these themes more deeply in separate articles. Suffice to say for...
These tips can help you avoid financial pain amid the emotions of losing a spouse

These tips can help you avoid financial pain amid the emotions of losing a spouse

by Jason Heath | Oct 11, 2023 | Financial Planning, Financial Post, Jason Heath, News

The article “These tips can help you avoid financial pain amid the emotions of losing a spouse” was originally published in Financial Post October 11, 2023, by Jason Heath. Photo by T Leish from Pexels. Advance planning and avoiding major decisions until...
FP Answers: Are segregated funds my best investment choice like my adviser says?

FP Answers: Are segregated funds my best investment choice like my adviser says?

by Andrew Dobson | Oct 6, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Are segregated funds my best investment choice like my adviser says?” was originally published in Financial Post on October 6, 2023,  By Julie Cazzin with Andrew Dobson. Photo by simarik from Getty Images Signature. Funds offer...
FP Answers: What should an investor do if they own a lot of shares in one company?

FP Answers: What should an investor do if they own a lot of shares in one company?

by Andrew Dobson | Oct 5, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What should an investor do if they own a lot of shares in one company?” was originally published in Financial Post on May 5, 2023, updated on October 5, 2023. By Julie Cazzin with Andrew Dobson. Photo by by kenneth-cheung from...
FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?

FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?

by Andrew Dobson | Aug 18, 2023 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What’s the best strategy for making good use of my CPP, Old Age Security and RRSP money?” was originally published in Financial Post on August 18, 2023,  Last updated October 5, 2024. By Julie Cazzin with Andrew Dobson. Photo by...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson
Hannah McVean
Thuy Lam

Recent Posts

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  • Cross Border Financial Planning: Considerations for Americans Moving to Canada March 10, 2025
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  • How often should you update your financial plan? November 22, 2024
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  • 2024 Federal Budget Amendments that Impact CPP Benefits August 7, 2024
  • 5 reasons why TFSAs aren’t always the best fit for everyone June 10, 2024
  • FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance? June 7, 2024
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