Business

Q: This New Year I’m committed to reviewing my finances to ensure I’m doing everything I can, but I don’t know where to start. What advice can you give me? A: As the old year gives way to the new, Canadians...

Q: As a retiree, I am mostly invested in bonds and GICs. I am a conservative investor, but I’m beginning to get concerned over the low rates my investments are paying. Should I be worried? A: Conservative ...

Poke the conscience of investors and you'd be surprised at how many are attracted to the idea of investing their money so that it improves the world in some way. Socially responsible investing (SRI) taps into t...

For the last two months, we’ve been going over a set of questions that investors should consider asking a potential new advisor when they’re thinking of making a move from their current one. Studies show that a...

In the August issue, we published the first set of questions to help those investors considering a switch from their current money manager or financial advisor. Indeed, it’s a big move and asking the potential ...

Sometimes you just have to pause…and reconsider a relationship. Studies show that about 10% of investors are preparing to switch financial advisors or firms in the next year. It’s a big move, especially if t...

A client recently remarked that “every column on investing inevitably makes me feel bad, that I’m missing something. Why is that? The writer shares some knowledge and wisdom that I’m advised to remember and put...

(This article discusses financial issues and uses fictitious names of people for illustrative purposes.) Many of the approximately 10 million Canadian baby boomers born between the years of 1947-1966 can r...

(This article discusses financial issues and uses fictitious names of people for illustrative purposes.) When we last visited with Rhonda and Steve Baker, they were discussing the positive impact of Asset ...