John and Jennifer (Jen) are 62 and want to retire comfortably soon. Can they retire now? They want to know how to set up their retirement income to give them the maximum income that will be reliable f… [more]

What exactly is a Robo-Advisor? It’s an interesting title, to say the least.  When I first heard the term, I had visions of these little Robots on an assembly-line, picking out all the good inve… [more]

The investment industry has become increasingly complex with more choice and options than ever before. For many Canadians, the starting place might be to get some help from a financial advisor.  … [more]

Everywhere I go, I have people asking me how I invest my own money and what kinds of things I invest in.  I’ve never had a problem sharing what I do, so I thought it would make sense to write about… [more]

I often come across investors who are reluctant to sell an investment because of the associated capital gains tax payable. Whether it’s a stock or mutual fund they’ve owned for ages, a rental prop… [more]