If you’ve ever spoken to an investment advisor who works for a bank, the odds are they showed you charts with the past performance. This is done to show you that the funds are a “proven” winner and you should invest them. However, what they should really be telling you (but never will) is that [...]
**This is a sponsored post written by me on behalf of Accenture Canada. All opinions are my own. Earlier in the week, I attended and live streamed the #TOfintech symposium where many of the city’s top fintech community members, regulators, and even students got together to discuss the importance of Canada’s global position as a [...]
Now that the RRSP season is officially over, although technically there is no RRSP season, I want to focus on a subject that many people wonder about. How to transfer your RRSP to another financial institution. At first glance, making the switch may appear difficult, but it’s a surprisingly easy process. Generally speaking, all you [...]
I don’t normally take guest posts, but Lars Kroijer and I have collaborated before. This post from him which is a follow up to my "The Perfect Trump Portfolio" was just too hard to resist and I know you'll enjoy it. With Donald Trump making headlines on an hourly basis and our social media accounts going crazy [...]
Ever since Donald Trump became President of the United States (and even before), he’s been making headlines for a variety of reasons. From his immigration policy to his weird handshakes, people can’t stop discussing Trump. The problem with these kinds of headlines is that it creates a lot of uncertainties. What the President says or [...]
** This post has been brought to you in partnership with Scotia iTRADE. All thoughts and opinions are my own and do not necessarily reflect the views of Scotia iTRADE. One of Canada’s leading online brokerages, Scotia iTRADE has redesigned their website giving their clients and new users an even better experience. The idea is [...]
Last week I moderated the Breaking Down Investments Panel Discussion and Q&A hosted by Tangerine. As the name implies, it was an opportunity for the public to come hear a panel of experts and regular people discuss investing. I was joined by the following panel members: David McGann, Director of Tangerine Investments Jessica Moorhouse, Millennial [...]
It’s mid-January which means it’s time for me to check in on your New Year’s resolutions. I didn’t write about resolutions this year because I don’t believe in them. Let me reword that, I think most people don’t end up sticking to their resolutions, so I don’t see a point in making them. Instead of [...]
The Millionaire Teacher is back! Okay, he technically didn’t go anywhere, but author Andrew Hallam has just released the second edition of his book The Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School. Let’s be clear, if you’re looking to learn about personal finance and investing, this is a must [...]
Setting financial priorities has always been a thing for me. As a child, I was taught that if I want something, I need to save for it. Even though I didn’t know it at the time, saving money for that Transformers figure was a financial goal. But financial goals and priorities are two different things. [...]
