40 days – 2.75% + MORE Apr 3rd

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 mutual funds

Panama Papers fallout: RBC to comb through four decades of records + MORE Apr 6th

The CEO of RBC, the only Canadian financial institution linked to the so-called Panama Papers scandal, said Wednesday the bank is combing through four decades worth of files to determine whether any wrongdoing took place..... More »
 TSX

Former Rouge Valley hospital clerk fined $36K for selling patient information + MORE Nov 24th

TORONTO – Former hospital clerk Shaida Bandali has been sentenced to two years’ probation, 300 hours of community service and $45,000 in penalties for handing over the personal information of new mothers to investment dealers peddling education savings plans. Bandali pleaded guilty in Au.... More »

Estate planning and trusts for a beneficiary with a disability Dec 28th

I am wondering who I would reach out to for estate planning advice. I have a family member on permanent disability (independent living) and wish to arrange a trust upon my death that would not interfere with his monthly support ceiling of one thousand dollars a month (the current income is approxima.... More »

Credit Suisse reports big loss amid sour market conditions + MORE May 10th

GENEVA – Swiss bank Credit Suisse reported Tuesday a loss of 302 million Swiss francs ($310 million) for the first quarter, when market volatility discouraged client activity, while pressing apace with planned staff reductions. The loss compared with a profit of 1.05 billion francs a year earl.... More »
 financial advisor

Toronto condo developers head directly to China to court buyers + MORE Sep 9th

Some developers and real estate brokers see it as an expanding market with great potential, but others warn of pitfalls .... More »

60 days – 1.75%

– ratesupermarket.ca

This GIC rate is offered by Oaken Financial and was updated on 2014-12-19. Click on the link above to get more details or apply online.

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4.5 year – 2.30%

– ratesupermarket.ca

This GIC rate is offered by DUCA Financial Services and was updated on 2015-04-01. Click on the link above to get more details or apply online.

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3.5 year – 2.10%

– ratesupermarket.ca

This GIC rate is offered by DUCA Financial Services and was updated on 2015-04-01. Click on the link above to get more details or apply online.

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40 days – 2.75%

– ratesupermarket.ca

This GIC rate is offered by DUCA Financial Services and was updated on 0000-00-00. Click on the link above to get more details or apply online.

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Welcome to a Long Weekend Reading edition here on My Own Advisor.  Earlier this week I wrote about the Mental Side of Debt, discussing how liberating it will be for my wife and I to be debt-free in the next 5-7 years.  We invest first every month and with some money leftover we decide to kill debt.  I know some fans of this site disagree with this approach but it works for us. I enjoyed Barry Choi’s straight-talk in this post: Crazy things people say about money.
It was a HUGE win for my Sens on Thursday night, I hope they can keep it going. Happy Easter to all readers and supporters of this site!
Fans of this site BrighterLife provided some tips to spring clean your finances.
Boomer & Echo reviewed Carl Richards new book One-Page Financial Plan.  I’m looking forward to reading my copy soon.
Nelson Smith wondered on Sustainable Personal Finance it if is wrong to get a tax refund.
Big Cajun Man wrote about active investors fighting back…

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