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Canadians Don't Have a Saving Problem, They Have a Fee Problem Part 1

By Kate Smalley on February 20, 2017

It can feel like everywhere you turn the financial industry is shouting at you to, “Save more!”. Telling you you’re not saving enough. That you’re behind. That you should have started yesterday. And while I understand the importance of this message and it’s blunt delivery—because listen, it’s not bad advice—I have to wonder how effective it is. 

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How CARP is Improving Investor Protection for Canadians

By Kate Smalley on February 7, 2017

"Couple scammed out of their retirement savings." We've seen the headline and it's heart breaking. Worse yet is feeling like nothing can be done about it. Wanda Morris, VP of Advocacy and COO of CARP, is taking action. We interviewed her to hear about the work CARP is doing to improve financial security for Canadians as they age. 


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The Top 5 Robo Advisor Myths

By Randy Cass on February 3, 2017

No, we’re not a team of robots. And yes, you really can pick up the phone and call us.

Robo advising—or digital wealth management as we like to call it—is more popular than ever thanks to low fees and ease of use. However there’s still a lot of misunderstanding surrounding how it works, so we’re addressing the five biggest myths we continue to hear.

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What is Your Money For? Setting A Vision For Your Savings

By Kate Smalley on January 29, 2017

We use the term “retirement” a lot but don’t often consider what it means to each of us. What are we saving for? What does retirement actually look like? Advertising tells us it’s a sandy beach, a golf membership, or a full time move to the cottage. It certainly can be that but for many of us it’ll look different.

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The Spousal RRSP: Your Questions Answered

By Randy Cass on January 21, 2017

The spousal RRSP. What is it, who needs one, and what’s that attribution rule all about? We’re sitting down to answer these FAQs and more. In short it’s a tool Canadian couples can use to split their income and pay less tax in retirement.

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RRSP Basics: Your Questions Answered

By Randy Cass on January 17, 2017

Welcome to RRSP season, otherwise know as the one time of year you'll willingly read an article with RRSP in the title. It's not a traditionally exciting topic, we get it, but it's an important one. A little planning now will pay off big time later. 

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Changing Financial Habits

By Randy Cass on December 7, 2016

Have you ever made a promise to change your spending and saving habits, and not followed through? The good news is you’re not alone! The bad news is, you could be hurting your financial future.  

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Teaching Children About Charitable Giving

By Randy Cass on December 2, 2016

By having charity play a consistent part in your lives, you can help your child(ren) grow up with a strong and healthy sense of compassion. 

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2016 Year End Tax Tips

By Randy Cass on November 25, 2016

As financial literacy month winds down, now is a great time to review your personal finances and take advantage of any tax planning opportunities that are available to you (before the December 31st deadline). 

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The Difference Between Financial Planning and Investment Planning

By Randy Cass on November 17, 2016

While investing plays an important role in a successful financial plan, it’s not the plan itself. In order to truly improve your financial well being, you must understand the difference.

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