Advanced Financial Planning

November is financial planning month. I've written plenty of times before about some basic financial planning, so I wanted to take a bit of a detour this month into the realm of “Advanced Financial Planning”....

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What happened to all the top mutual funds?

Whatever happened to the top-performing mutual funds of 1994? Would they have made good investments over the past 25 years?...

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Registered Education Savings Plans

Below you'll find my recently updated "RESP Wiki". As the name suggests, I update this post annually with any changes to legislation, as well as to add info based on questions from clients. It has, admittedly, gotten rather long....

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An Enhanced CPP?

2019 marks the first year of the 7 year implementation of the "Enhanced" Canada Pension Plan. What does this mean for your eventual retirement income? What does it mean to your paycheque?...

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When should I start my CPP?

I get this question a lot, more than any other retirement planning question. There’s no clean-cut answer, as everyone’s situation is different. Here are some things to consider....

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The Real Cost of Robotic Advice

Relying on robotic bank employees and actual online robo advisors can cost you a lot more in the long run than you think....

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Why Elementum Growth?

Why did I create a discretionary portfolio for my clients on our Private Investment Management platform and what's it all about?...

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Finding a Good Advisor

While you can pick up two apples in the produce section of your grocer and make a determination of which is better, it's not so easy in the financial advice industry. This is an update to a post I made 3 years ago with updated links and resources....

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Happy 10th Birthday TFSA!

Wow, 10 years just flew by! January 2009 feels like it was just yesterday......

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Investing Is Like Gambling!

There are some real analogies to be made between investing and gambling....

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