Key Questions for a Financial Adviser in Retirement Planning
Mark helps his mom find a financial adviser. Learn essential questions to ask, covering credentials, services, fees, and retirement strategies.
Category : Investment Advice
84-Year-Old's Wealth Dilemma: Security vs. Freedom
At 84, Louise has $1.7M in investments but faces the 'Multi-Millionaire’s Dilemma.' An expert advises on balancing security and freedom in her portfolio.
FIRE Movement: Math Behind Financial Independence, Retire Early
Explore the FIRE movement's math, showing how saving aggressively and investing wisely can lead to early retirement, with insights from Canadian financial experts.
Atlantic Canada Braces for Storm: Rain, Wind, Snow
A storm moving into Atlantic Canada brings rain, strong winds, and potential snow. Residents are advised to prepare for hazardous conditions.
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Sovereign wealth fund a poor idea for debt-ridden Canada
Readers criticize the Liberals' fiscal update and proposed sovereign wealth fund, calling it a risky strategy that will cost taxpayers, amid rising national debt.
Did Andrew Err by Blocking His Mom's Annuity? FP Answers
Andrew stopped his mom from buying an annuity with her $300K savings. FP Answers explains why annuities can offer psychological benefits and boost spending in retirement.
Why Forecasts Fail for Superior Investment Returns
Noah Solomon argues that investment forecasts, even when accurate, rarely lead to better-than-average returns. Sound principles outperform predictions.
Carney's debt-as-wealth fund is neither sovereign nor wealth
Margareta Dovgal argues that Mark Carney's Canada Strong Fund, funded by debt, is not true sovereign wealth and risks fiscal instability.
New Balance 996 V1 Sneakers Just $50 at Nordstrom Rack
Score New Balance's premium Made in USA 996 V1 sneakers for $50 at Nordstrom Rack. Reviewers love the comfort and quality. Limited stock!
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Are Young FHSA Savers About to Get Duped Again?
First-home buyers face a dilemma: collapse their tax-sheltered FHSA for a tepid housing market or keep stock gains. Experts weigh risks.
South Shore Woman Wins $1 Million Birthday Gift from Loto-Quebec
Lise Bilodeau of Montreal's South Shore received a $1 million birthday surprise from Loto-Quebec, turning her special day into a life-changing event.
Unclaimed $500K Lottery Ticket in Vancouver Still Waiting
A $500,000 lottery ticket purchased in Vancouver remains unclaimed. The BC Lottery Corporation urges winners to check tickets and come forward before the deadline.
Alberta's Heritage Fund a Cautionary Tale for Carney's Wealth Fund
Prime Minister Carney announced a $25 billion national sovereign wealth fund, but Alberta's Heritage Fund shows risks of mismanagement and political interference.
Will Your Financial Adviser Lose Their Nerve in a Market Crash?
Fiduciary duty goes beyond strategy—it requires emotional composure in volatile markets. Discover how stress affects decision-making and why managing your own reactions is key to protecting client capital.
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Defer CPP and OAS to 70 or Delay Retirement?
Caroline, 62, plans to defer CPP and OAS to age 70. A financial planner reviews her strategy, suggesting she can retire at 65 but may need more savings for a safety margin.
Investment Strategies for War and Oil Shock Market Volatility
Expert analysis on how to invest during irrational market reactions to war, oil shocks, and uncertainty, with five back-to-basics strategies for portfolio positioning.
Investors Can't Eliminate Emotional Bias, But Guardrails Help
While emotional bias is inherent in investing, experts recommend implementing structured guardrails to mitigate its impact on financial decisions and portfolio performance.
Investing's True Risk: Permanent Damage, Not Volatility
Financial expert Martin Pelletier draws parallels between extreme skiing and investing, warning that the real danger isn't short-term market swings but decisions that cause irreversible portfolio damage.
Market Volatility: Why Panic Is Optional for Investors
Ryan Modesto of 5i Research advises investors to look beyond headlines during turbulent times, highlighting that market corrections from geopolitical events are typically short-lived and present buying opportunities.
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Investment Lessons from Sailing: Navigating Market Volatility
Financial expert Peter Hodson draws parallels between sailing through Caribbean storms and investing during market corrections, offering strategies to stay afloat.
5 Investor Strategies for Iran War Market Volatility
Financial expert Peter Hodson outlines five key strategies for investors to navigate market turbulence during the Iran conflict, including contrarian buying and defensive sectors.
Silver Rally Risks: Why Exit Timing Matters for Investors
Martin Pelletier explains how silver's unexpected surge turned from fundamental investment to speculative gamble, highlighting the dangers of market timing and leveraged ETFs.
Accessing the Gold and Silver Boom for Ordinary Investors
BMO Global Asset Management's Bipan Rai discusses ETF strategies for investing in gold and silver, offering insights on equity plays and market trends.
Small-Cap Surge: Five Ps for Canadian Investors
After 14 years of underperformance, small-cap stocks are finally outperforming large-caps. Peter Hodson outlines the 'five Ps' framework for evaluating these investments in Canada's market.
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AI Bubble Risk: Portfolio Strategy Insights from Expert
Financial expert Noah Solomon analyzes whether investors should shift portfolios to avoid AI bubble risks or risk missing growth opportunities, examining historical parallels and risk-reward frameworks.
Ontario Couple Loses $140K to Investment Scam
A Guelph, Ontario couple has been defrauded of $140,000 in a complex investment scam, highlighting the growing sophistication of financial fraud targeting Canadians.
Stable Dividend Portfolio Beats TSX With 14.4% Return
Amid market turmoil, a Canadian portfolio of low-volatility dividend stocks gained 14.4% annually for 26 years, beating the TSX. Explore the strategy and its variants for income or growth.
5 Ways to Unlock RRSP Tax Savings Before March 2
Financial expert Jamie Golombek outlines five key strategies, including in-kind contributions and spousal RRSPs, to optimize your tax savings before the RRSP deadline. Learn how to navigate the rules.
Ontario resident loses $45K to investment scam: OPP
A Haldimand County resident was defrauded of $45,000 in an investment scam. The OPP issues a warning as the Canadian Anti-Fraud Centre reports over 41,000 fraud cases last year.
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6 Overlooked Stocks That Blend Value and Growth
Portfolio manager Grant White reveals six stocks offering solid fundamentals and durable growth drivers, presenting opportunities beyond mega-cap leaders. Discover his value-with-growth approach.
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