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One-quarter of Canadians Rank Money As Greatest Stress

The majority of Canadians surveyed have at least one financial regret Canadians are burdened by financial stress more so than other stress triggers, such as…

Here is how Robo-advisors are Disrupting Wealth Management

Article originally contributed to Datafloq With the rapid growth of AI, machine learning, and natural language processing, a new breed of robo-advisors is surfacing. The latest advancements…

Retirement’s Changing Face

Finished work. Time to work some more? by Julie Cazzin It used to be Canadians pretty much shared an idea of what retirement looked like….

Low Fee Mutual Funds for DIY Investors

by David Aston For do-it-yourself investors interested in mutual funds, there may be no industry practice that’s harder to swallow than having to pay a…

10 advantages DIY investors have over the pros

This is a re-post of an article written by blogger and DIY investor Matt Poyner.  This article was also published in the July edition of…

The fate of TFSAs upon death

In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made Tax-free Saving Accounts (TFSAs) were introduced just a…

Term life vs whole life insurance: which one to buy?

Having to consider your own mortality is a sensitive subject. It’s made even more complicated when you consider the financial well-being of your dependents.  Luckily,…

Why whole life insurance is a bad investment

A while back I wrote about the mistakes I initially made when purchasing life insurance policies for myself and my wife, and one of the things I…

TFSA Holders Ultimately Liable For Any Tax On Day Trading In An Account

Issuers are only “joint and severally liable” to a point Tax-free savings account (TFSA) holders will now be ultimately liable for any tax owing on…

Don’t Let Fees, Taxes Undermine Your Retirement Plan

The stock market produced big gains in the past and investors dream about retiring on similar returns in the future. But their plans might be…