Background on Robo-Advisors Robo-Advisors in Canada have come a long way.  They are growing in popularity.  I get more and more people asking about them and whether they are any good.&nbs… [more]

Every week, I talk to a lot of people who don't really understand the benefits of a TFSA. One common misunderstanding about the TFSA is many people think the TFSA is just a savings account. After all,… [more]

When you work with people who are retired or about to retire, one of the most popular questions I hear over and over again is HOW CAN I CREATE MORE INCOME from my investments? It's a big challenge … [more]

With so many "robo-advisors" popping up across Canada over the last several years, it seems like the hot phrase on everyone’s lips is: What fees are you paying? If your answer is that you… [more]

Both investors and their advisors make common invesment mistakes that negatively impact investing outcomes. You or your advisor may be subject to behavioural biases that you should aim to identify and… [more]

Updated with 2019 rates 2019 is the first year where the changes announced in June 2016 will be put in place. The Minister of Finance announced an agreement in principle with the provinces that wou… [more]