Is a robo-advisor right for you?

Is a robo-advisor right for you?

by | May 10, 2018 | Investment Wisdom | 0 comments

It’s the hot new debate: do you invest your money through a robo-advisor, or seek out a human one to take care of your investments? Read my interview by Kathryn Kyte from Yahoo Finance Canada here: Is a robo-advisor right for you? I offer a robo-advisor service if you...
The 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)

The 6 Best Strategies to Minimize Tax on Your Retirement Income (as seen in Canadian MoneySaver)

by | Apr 12, 2018 | Financial Planning Wisdom, Investment Wisdom, Retirement Income, Retirement Planning Wisdom, Tax Strategies, TFSA or RRSP? | 5 comments

You will have a lot more tax saving opportunities after you retire than before. If you get a salary, you may have limited tax deductions or tax saving strategies. When you retire, it is completely different. You can essentially determine the amount of income you will...
When can I Retire with the Lifestyle I Want? (As seen in October 2017 issue of Canadian MoneySaver)

When can I Retire with the Lifestyle I Want? (As seen in October 2017 issue of Canadian MoneySaver)

by | Feb 14, 2018 | Finance Wisdom, Financial Planning Wisdom, Investment Wisdom, Retirement Income, Retirement Planning Wisdom, Tax Strategies, TFSA or RRSP? | 4 comments

Financial freedom. It is what we really want. The most common questions I am asked are about retirement and financial freedom. For example: Jonathan (age 29) – I want to retire very young and very comfortably. How can I achieve that? Emma (age 34) – What do I have to...

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