How to make your retirement savings go farther and last longer... Read More

Beat the Bank was published two years ago this month. Since then, an increasing number of Canadians have realized they haven’t been well served by the traditional, high cost investment industry (“Old Bay Street”). Thousands of Canadians have switched to various... Read More

I hope you and your family are managing to navigate your way through this crisis. All of us are all facing uncertainty. No one knows how the crisis will play out. Given the severe economic slowdown, many people are questioning how the... Read More

Ever increasing numbers of Canadians are considering switching from high cost mutual funds to lower cost investment alternatives. But what about capital gains tax if those funds are held in non-registered accounts (i.e. outside TFSAs, RRSPs, RRIFs, RESPs, etc.)? Will... Read More

Check out my conversation with Stephanie Wolfe on the Collective Wealth Podcast.... Read More

Check out my conversation with Jessica Moorhouse on the Mo’ Money Podcast.... Read More

Are you wondering what to do with this year’s TFSA or RRSP contribution? I have some great picks you should consider. (Spoiler Alert: If you have read Beat the Bank, you won’t be surprised that my “Top Picks” may be pretty... Read More

Build wealth. Keep more of it. Smile. Check out my conversation with Tom Drake on his MapleMoney podcast.... Read More

With Canadian and US stock markets at all-time highs and up about 15% so far in 2019, many investors are wondering if it is time to sell some stocks (stocks, ETFs or mutual funds). I can absolutely guarantee you that... Read More

Leaving Advisors: Real Investor Stories I recently asked readers to share their experiences of switching from traditional investment advisors to lower cost alternatives. The response was fantastic….more than 10,000 words worth. Learning about their experiences might encourage you to Beat... Read More