Is a Robo-Advisor Right For You?
Robo-advisors have become incredibly popular over the past few years, managing hundred of millions of dollars in Canada alone. They seem to be targeted to millennials who are just starting to invest, but they...
Category: The Money Puzzle
No Will! 5 Important Consequences of Dying Intestate
I was sorting through my Mom’s piles of paperwork clutter. She even had old GIC notices that paid 12% interest, so you can appreciate that this was no small task. I innocently asked her,...
What You Need to Know About Converting Your RRSP to a RRIF
You’ve worked hard to build your RRSP – and received nice tax deductions for your efforts. If you have celebrated your 71st birthday this year (or soon will be), it’s time to pay the...
Financial Literacy Month
Basic financial skills are a critical part of everyone’s education. Yet, study after study show that despite all the information available today, many consumers have very little understanding of financial concepts. You know financial...
The Role of Bonds in a Balanced Portfolio
Both stocks and bonds play an important role in your investment portfolio. Stocks largely provide long-term growth. Bonds produce steady income and enhance portfolio stability. Currently rising interest rates and expectations for economic recovery...
Manage the Tax You Pay on Retirement Income
Income tax is without a doubt life’s single greatest expense. It’s quite shocking to see just how much of the total amount of your hard-saved money will disappear in tax. If you are a...
You’ve Been Asked to Be an Executor – Now What?
Many of us have been asked to take on the responsibility of acting as executor for our parents or siblings, or maybe close friends. In some cases, people have been appointed without even being...
The Retirement Income Puzzle
Deciding how to structure your retirement income plan to get the most out of your assets going forward and help you achieve all the things you wish to do.
The Money Puzzle
When you walk out of your place of employment for the last time it can feel a bit scary financially. You’ll no longer be receiving the regular income you’ve become accustomed to. Everyone wants...
