Browsing Tag
FINANCIALPLANNING
5 posts
When is the right time to switch my bank account in Canada?
A Royal Bank client who demands anonymity feels “mightily incensed” with his bank lately. Over the last year,…
June 21, 2024
4 min read
Avoid these 3 common investment mistakes
When I interview financial advisors in Canada, a few consistent themes bubble to the surface when we discuss…
June 19, 2024
3 min read
Navigating Economic Uncertainty: A Guide to Budgeting in Canada
It’s been tough lately for many Canadians. Almost 23% of the country reported some form of food insecurity…
May 17, 2024
3 min read
Navigating High Interest Rates: A Guide for Canadians on Holding Cash
With the Bank of Canada’s overnight interest rate now sitting at 5%, as of April 25th, Canadian investors…
May 3, 2024
4 min read
Investing in Volatile Stock Markets: A Beginner’s Guide
Things have been stormy in equity markets over the past few weeks. While the year started on a high note, the…
April 11, 2024
4 min read