Personal Finance

Q: I have been saving & investing for years. I have an investment advisor, an accountant, and an insurance agent. But up until now, I don’t have a financial plan. I never really thought much about it, but rece...

Q: I’m trying hard to be disciplined and build my savings, but I’m feeling insecure with the fluctuations in my investments over the past few years. I’m considering moving most of my investments to GICs & b...

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...