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Four Ways To Assess Whether An Investment Adviser Is Right For You
The article “Four Ways To Assess Whether An Investment Adviser Is Right For You” was originally published on The Financial Post on March 7, 2016. When you work with an investment adviser, you are making an investment in them. Every day that you continue to work with them, you are…
Read MoreWatch Out For These Three Potential Pitfalls When Planning Your RRSP Investments
A great deal of attention is focused on what to buy in your RRSP at this time of year. But what about the investments that you shouldn’t make? When it comes to what to avoid, there are three primary considerations: income tax, product selection and investment strategy. Here’s how to…
Read MoreWhy Business Owners Shouldn’t Bother With An RRSP
The article “Why Business Owners Shouldn’t Bother With An RRSP” was originally published on The Financial Post on February 9, 2016. Although RRSPs are the most popular choice for Canadians and their retirement savings, they may not be the best choice — especially for business owners. Like many financial decisions, beware…
Read MoreHow To Use Your RRSP To Invest In Real Estate
The article “How To Use Your RRSP To Invest In Real Estate” was originally published on The Financial Post on January 27, 2016. As the Canadian real estate market continues to rise, some investors want to put their RRSP money to work in a real estate investment. While there are limitations, there…
Read MoreAdvice For Financial Advisers: Four Things to Remember When You Meet With Clients This RRSP Season
The article “Advice For Financial Advisers: Four Things to Remember When You Meet With Clients This RRSP Season” was originally published on The Financial Post on January 20, 2016. As RRSP season approaches, advisers tend to have lots of advice for would-be RRSP investors. What about a little RRSP advice for your…
Read MoreDon’t Set It and Forget It: How Your RRSP Strategy Should Change As You Age
The article “Don’t Set It and Forget It: How Your RRSP Strategy Should Change As You Age” was originally published on The Financial Post on January 13, 2016. A registered retirement savings plan is an ever-evolving tool. It serves different purposes depending on your age and stage. To help you navigate…
Read MoreSoon You Will Be Able to Invest Like the Very Rich, With All The Rewards — and Risks
The article “Soon You Will Be Able to Invest Like the Very Rich, With All The Rewards — and Risks” was originally published on The Financial Post on December 7, 2015. If you have wanted to put money into the private investment markets and been denied, your options might be about to…
Read MoreWomen Are Increasingly Taking the Financial Reins — and That’s a Good Thing
The article “Women Are Increasingly Taking the Financial Reins — and That’s a Good Thing” was originally published on The Financial Post on November 6, 2015. Would you be insulted if someone told you that you “invest like a girl”? Studies suggest that a more appropriate reaction would be to feel flattered.…
Read MoreHow The New Border Tracking System Could Affect Your Government Benefits
The article “How The New Border Tracking System Could Affect Your Government Benefits” was originally published on The Financial Post on October 27, 2015. For snowbirds just starting to plan their packing for this winter’s trip south, a recent report about more robust exit-tracking may have given some seniors pause — especially at…
Read MoreWhere to Get Good Investment Advice Even if You Don’t Have a Lot of Capital
The article “Where to Get Good Investment Advice Even if You Don’t Have a Lot of Capital” was originally published on The Financial Post on October 23, 2015. All Canadians are looking for good investment advice and now, more than ever before, there is a wide divide between the bad and the…
Read MoreIs It Time to Sell Your Rental Property? Or Time to Buy Another?
The article “Is It Time to Sell Your Rental Property? Or Time to Buy Another?” was originally published on The Financial Post on October 6, 2015. According to Statistics Canada, 69 per cent of Canadians own homes, so most of us have reason to worry about the fate of the housing market.…
Read MoreTake Our Fall Refresher: Four Ways to Get to the Top of Your Class in Personal Finance
The article “Take Our Fall Refresher: Four Ways to Get to the Top of Your Class in Personal Finance” was originally published on The Financial Post on September 4, 2015. As the summer draws to an end, many of us are thinking about back-to-school time. Whether you have kids, teach kids or…
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