Category: The Money Puzzle

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...

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...

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.

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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...