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 you get should help determine if you’re comfortable with letting this person manage your money. It doesn’t matter if you’re [...]

By | 2017-06-21T23:50:00+00:00 June 15th, 2017|Investing, Personal Finance|

My Wife and I Saved a 50% Down Payment and Still Travelled the World

I love reading about personal finance journeys. Nothing excites me more than reading about people overcoming their struggles with money and turning it into something positive. What I don’t enjoy reading are stories about people who have managed to save a ton of money while appearing to do very little. Don’t get me wrong, I’m [...]

By | 2017-06-19T08:41:11+00:00 June 12th, 2017|featured, My Money, Personal Finance|

Making the Most out of Your Summer Spending

**This is a sponsored post written by me on behalf of American Express. All opinions are my own. Let’s be realistic, summer is the best season of the year right? The weather is excellent and everyone just seems happier at this time of the year. However, summer can be expensive! It’s the season for vacations, [...]

By | 2017-06-08T11:48:54+00:00 June 8th, 2017|Credit cards, featured, Personal Finance|

Tangerine Celebrates Their 20th Anniversary by Giving to Your Favourite Community Initiatives

**This is a sponsored post written by me on behalf of Tangerine. All opinions are my own. Tangerine is celebrating their 20th anniversary today! To mark the occasion, they’re giving away five cash prizes, including one grand prize of $20,000 to organizations that matter to you! As an early client of Tangerine, I’m very excited [...]

By | 2017-06-08T09:37:11+00:00 May 23rd, 2017|My Money, Personal Finance|

Past Performance is Not Indicative of Future Results

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 [...]

By | 2017-05-31T17:08:49+00:00 May 22nd, 2017|Investing, Personal Finance|

How Fintech in Canada is set to Grow

**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 [...]

By | 2017-05-28T23:36:33+00:00 May 18th, 2017|Investing, Personal Finance|

How to Transfer Your RRSP to Another Financial Institution

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 [...]

By | 2017-05-24T23:27:33+00:00 May 15th, 2017|Investing, Personal Finance|