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How Much Do I Need to Save For Retirement in Canada?

June 24th, 2019

There’s no need to lose sleep over planning for retirement if you learn some financial concepts and plan for your financial independence accordingly. Presently, low interest rates have made it effortless to secure loans and other financial products, but those same low interest rates made growing savings and investments is challenging. Therefore, you need to know more than how much you need for retirement in Canada. You need to know… Read More»

What’s the Difference Between a Financial Planner & Financial Advisor?

June 24th, 2019

Though some people use the titles interchangeably, financial planners and financial advisors are two different entities that revolve around helping clients meet specific financial objectives. However, planners and advisors work differently. Necessary qualifications and education are also different. What Does a Financial Planner Do? Beyond the province of Quebec, anyone can call themselves a “financial planner.” In Canada, you do not need a designation to be called a financial planner,… Read More»

4 Things to Consider When Choosing a Financial Advisor

January 4th, 2018

The world revolves around money, whether we want to admit that or not. Because of this, everyone believes themselves to be experts in how to handle their personal finances or how to advise others in building a financial portfolio. That is why more people are turning to financial advisors in Canada to help with their investments and assets; but because the nature of financial advisors is not clearly outlined, even… Read More»