How To Start Investing: “Free” Advisor, Robo-Advisor, or All-In-One ETF?
Compare options for how to start investing: free advisors vs robo-advisors vs DIY ETF investing to get invested.
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Year: 2024
Why the Best Time To Invest is Now
Once people have established a firm financial base (debt at a comfortable level and enough savings to see them through[…]
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Multiple Brokerages: Opportunities & Costs
The stocks, bonds, ETFs, or mutual funds we use to invest are held inside investment accounts like a TFSA, RRSP,[…]
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CIPF Coverage: One Brokerage or Many?
Spreading out where you invest money, diversification, mitigates the risk of any single investment or group of investments blowing up[…]
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CDIC Coverage: One Bank or Many?
Depositing your money in a bank account or as a guaranteed investment certificate (GIC), is probably the safest way to[…]
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Canadian Physicians Financial Wellness Conference 2024
I am excited to announce that tickets are on sale for the Canadian Physicians’ Financial Wellness Conference. It will be[…]
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More Than One All-in-One Asset Allocation ETF?
An all-in-one asset allocation ETF is an elegant and cost-effective solution to DIY investing. The minimal fee of <0.25%/yr should[…]
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My Wealth Journey Part 3: Awakening & Recalibration
In the first part of this series, I unpacked financial lessons from my early career and how my wife and[…]
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The Money Scope Ep 14: CPP & EI for Self-Employed Business Owners
Business owners often have reservations about paying into the Canada Pension Plan (CPP). Many think they’re getting a bad deal[…]
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The Money Scope Ep 13: Optimal Compensation From a CCPC
In the previous episode, we discussed different ways an incorporated business owner could pay themselves. There are general rules of[…]
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