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Latest News
How to cope with the RRSP-to-RRIF deadline in your early 70s + MORE Mar 21st
As I wrote in my previous column on Fred Vettese’s PERC, I’ve reached the age when my registered retirement savings plan (RRSP) will soon have to be converted to a registered retirement income fund (RRIF) and/or annuitized. I turn 71 in early April, which means I have until the end of December 2.... More »
Beyond bullion: Smarter ways for Canadians to invest in gold Oct 20th
Gold prices are flying. As of October 17, the spot price of gold is trading at $5,928 per ounce in Canadian dollars, or roughly $4,227 in U.S. dollars. The surge comes on the back of what Wall Street has dubbed “the debasement trade.” In simple terms, this refers to investors reacting to long-t.... More »
China Evergrande ordered to liquidate in landmark moment for crisis-hit sector - Reuters Jan 29th
China Evergrande ordered to liquidate in landmark moment for crisis-hit sector ReutersHong Kong court orders Chinese property developer Evergrande to liquidate CBC NewsLive news: Evergrande ordered to liquidate as China property crisis continues Financial PostChina E.... More »
AUGMENTED WORLD EXPO ANNOUNCES 2026 AUGGIE AWARD WINNERS, BEST IN SHOW AND XR HALL OF FAME LEGENDS - PR Newswire Jun 18th
AUGMENTED WORLD EXPO ANNOUNCES 2026 AUGGIE AWARD WINNERS, BEST IN SHOW AND XR HALL OF FAME LEGENDS PR NewswireSnap unveils $2,195 AR glasses as CEO Evan Spiegel bets on post-smartphone future CNBCIntroducing SPECS Augmented Reality Glasses Snap NewsroomSnap Inc. Debu.... More »
OAS payment dates in 2025, and more to know about Old Age Security + MORE Apr 2nd
If you’re approaching or planning for retirement, you may have questions about Old Age Security (OAS) benefits, like: Do I need to apply for OAS? How much will I receive in OAS? When do OAS payments go out? We cover these questions and more below. But first, here’s a quick overview of how OAS wo.... More »
Kristine Beese didn’t originally set out to disrupt Canada’s financial planning industry. She began her career as an engineer in the oil and gas sector, but after a bad experience with a financial advisor at a bank, she was inspired to learn how to manage her own investments. Beese went back to school, earned an MBA and started a new career in the finance industry.
For 10 years, she worked with institutional investors and accredited investors (professional investors and those with a net worth of at least $1 million). Over time, Beese became increasingly frustrated by how the financial system fails to meet the needs of women. In 2020, she launched Untangle Money, an online platform that makes high-quality financial planning services more accessible and affordable for everyday women. Its ambitious goal: “We want to get an effective financial plan into the hands of 1 million Canadian women in the next four years.”
Beese herself is working towards becoming a Certified Financial Planner…
