Blog
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
Do you want to Beat The Bank? Learn the surprisingly simple basics of investment success in my 40 minute on-demand webinar presented by Questrade . I’ve had great responses from live audiences. This webinar delivers that same presentation directly to... Read More
Click here for my conversation with Questrade about how you can Beat the Bank! ... Read More