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Becoming a Feminist: What took me so long
What follows is a twitter thread I published in response to a tweet by Kirstine Stewart that read: “To all the men who say it took having a daughter to “understand” why women need equality and […]
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Men’s Health Month: Fiscal Fitness for Men
Over the last few years, financial institutions in Canada have been exploring unique concerns regarding Women and Wealth. That’s because historically, women haven’t been as hands-on in managing their finances as men. But what about […]
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Expecting your income to drop? This tax hack could save you thousands of dollars.
Since launching in 2009, the Tax-Free Savings Account (TFSA) has been wildly successful. So much so, that many people we sit down with believe that the TFSA is better than an RRSP (Registered Retirement Savings Plan).
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Changing Jobs? Don’t make these 5 financial mistakes
If you’re reading this you might have recently changed jobs or are looking to make a move. Heck, maybe you’re only daydreaming about leaving. Regardless, you’ll want to think about how a job change will affect your personal finances. Most people are so busy, nervous, and stressed about their career change, they don’t stop to consider these issues.
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3 ways your company pension is letting you down
If you have a pension plan through your employer, you’re probably making some costly mistakes with it. The three most common mistakes I see are clients not taking 100% of their employer’s pension match, taking […]
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This is the single most important step to financial success
Let me paint a picture and you can tell me if this sounds like your situation. You opened your first bank account when you were young at the branch where your parents did their banking. […]
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This is the biggest expense you don’t know you’re paying
I have a question for you, how much did you pay your financial advisor last year? I’ll bet you don’t know. It’s ok, most people don’t. And it’s largely because the industry intentionally keeps you […]
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Why we’d celebrate a ban on embedded commissions for advisers
Written by David O’Leary originally for The Globe and Mail, July 20, 2016 The Canadian Securities Administrators recently took another step closer to banning embedded sales commissions to financial advisers. My colleagues and I celebrated this news […]
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