How To Become a Financial Wizard

Being smart with your money is easier than you might think. Here are 7 essential money moves every young mage should master. How many have you conquered? There was a time when…

How Long Should I Hold a GIC?

You’ve decided to invest your money in GICs, but you need to make a decision: How long should you keep your GIC for? Unlike with many other investments, this is a decision…

5 Reasons Why You Can’t Save Money

Canadians have a love affair with debt. In the first quarter of this year, Statistics Canada noted that households had more than $2 trillion in debt and the debt-to-income ratio was 166.9%—near…

Simply Put: What Is A Stockbroker?

Stockbrokers trade in securities and commodities, often working directly with individual clients. A stockbroker assesses a client’s financial ability and then offers him realistic investment opportunities. Stockbrokers trade in stock in one…

When to Hire a Financial Advisor

When it comes to investing, technology is on the rise. Robo-advisors, which use complex algorithms to calculate an investor’s risk tolerance and then manage a portfolio more cheaply than human advisors, have…

5 Things You Might Not Know About Robo-advisors

Robo-advisors have gained in popularity over the years as investors have begun looking for professional money management without the high costs of owning mutual funds or the hassle of making your own…

4 Steps to Deeper Client Relationships

The role of investment outperformance as a differentiator between advisors is rapidly diminishing. Now more than ever, client relationships set the foundation for a successful and lasting practice. Industry-wide research confirms this…