do it yourself investing can be easy

DIY Investing – With a Little Help

Forget about me, what did you learn from financial literacy month? Is there something that really stuck with you? Have you decided it’s time to take control of your finances? The one question that I…

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robo advisors in canada

Are Robo Advisors in Canada Right for you?

Taking control of my finances and becoming a do-it-yourself investor was one of my greatest accomplishments. I always tell people that it’s pretty easy to become a DIY investor, all you need to do is…

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Live at Home Without Debt

Live at Home Without Debt? Here’s What to do With Your Money

A little while back, a reader of mine (Suzette) commented on how it would be interesting to read a post that’s aimed at Asians. Her point was that many Asians typically live at home rent-free…

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Understanding the RRSP Basics

You’ve likely noticed by now a ton of ads for RRSPs. This is pretty typical from the banks since the end of February is the deadline for contributions for the previous tax year. This is…

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How to Start Investing in 4 Easy Steps

**This is a sponsored post written by me on behalf of RBC InvestEase Inc. All opinions are my own and are based on my own research of the subject matter. I’ll be honest, I was…

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Why I’m Afraid of the Next Bear Market

**Today’s post is from my friend Markus Muhs, a CFP, CIM, Investment Advisor, and Portfolio Manager with Canaccord Genuity Wealth Management. I’ve known Markus for years and he’s one of the first people help me become…

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know how much home you can afford

Know What You Can Afford Before You Buy a Home

**This is a sponsored post written by me on behalf of BMO. All opinions are my own. Everyone knows that home prices are insane in Canada, but despite how much we complain, many homeowners love…

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Why I’m Not Abandoning my Financial Advisor Anytime Soon

I’ve been a do-it-yourself investor for quite a few years now, and I’ve never regretted that decision. I initially switched my investments from mutual funds to TD e-Series funds. But at the start of the…

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The Questions You Should be Asking When you First Meet a Financial Advisor

Many of us know that having a financial advisor is important, but when you meet with one for the first time, do you know what questions to ask? The questions you ask and the answers…

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Picking the Right Robo Advisor for You

For too many years Canadians had to look southward and enviously gaze at the bevy of hands-off investing options that our American counterparts had to choose from.  Thankfully, this lack of choice in The Great…

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