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Smart financial decisions small business owners should make now Jul 27th
In partnership with Surex
Rule number one of being an entrepreneur: When things get tough, keep going. The COVID-19 pandemic has brought to the surface many worst-case scenarios for small business owners. They’ve lost revenue, laid off staff, and some have even had to close their business permane.... More »
What does a fee-only financial planner do, exactly? Sep 16th
Q. How do you make money, Jason, if you don’t sell any products?
–Rob
A. Your question is a good one that I get a lot, Rob—even from people in the industry. So let me explain.
Something that I like to reinforce frequently is that I do not sell any financial products. I feel this is an import.... More »
Swiss bank UBS says Toronto has 3rd biggest housing bubble in the world - CBC.ca + MORE Oct 1st
Swiss bank UBS says Toronto has 3rd biggest housing bubble in the world CBC.caToronto real estate poses bubble risk, while Vancouver overvalued - Business News Castanet.netToronto real estate poses bubble risk, UBS says Advisor.caToronto real estate poses bubble risk.... More »
Canadians are turning to credit cards for financial stress relief — and debt is on the rise - CBC News Sep 6th
Canadians are turning to credit cards for financial stress relief — and debt is on the rise CBC NewsFinancial Stress Mounts, Credit Card Demand and Debt Rise Financial PostEquifax says total consumer debt $2.32T in Q2, up 8.2% from 2021 BNN BloombergStressed about .... More »
How To Become a Successful Options Trader + MORE Jul 10th
Becoming an options trader takes time, research, and strategy. Before you can start successfully making strong profits, you must educate yourself on stock options and find a broker who can guide you along the process. Follow these steps to help you get started in becoming a successful options trader.... More »
Ladies, start saving 20 per cent for retirement
– thestar.com
Women can unlock their financial potential by growing their financial confidence.
As U.S. and Canadian government policies toward marijuana grow more divergent amid Canada’s push for legalization, their stock exchanges have seen a flurry of cross-listing activity from companies eager to snap up investment capital and carve out dominant positions in a growing global market.
CIBC financial adviser says she does 'daily harm to customers', disputes finding in banks probe
– cbc.ca
A financial adviser for CIBC says her entire branch was ‘disheartened’ by a recent report by Canada’s banking regulator, that said it did not find widespread misselling to customers.