CIBC financial adviser says she does 'daily harm to customers', disputes finding in banks probe + MORE Apr 23rd

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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 »
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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 »
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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 retirementWomen can unlock their financial potential by growing their financial confidence.

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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.

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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.

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