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Comparing investment returns is a tricky task

Comparing investment returns is a tricky task

Each investor is unique in their goals and personal risk tolerance, so their investment portfolio should be customized to their situation

Hidden or visible, you’re paying investment fees

Be smart, shop around and make sure you’re aware of the total fees you pay and what you’re getting for them

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Protect yourself from financial phishing

Welcome to the predatory online scamming world. Fraudulent emails, often containing links or attachments, are dangerous. If it seems too good to be true, it is

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Managing your investments over the short and long terms

Investors often purchase investments that don’t suit their intended time frame. Do your homework, know your risk tolerance and be clear on your expectations

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Maximizing the tax free in your TFSA

To get the most out of your TFSA, it should likely not be used as a short-term savings account. It should be an integral part of your long-term financial plan

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Debt doesn’t always have to be a four-letter word

Using debt in your financial planning is a good strategy, but exercise caution and discuss all the risks and rewards with your accountant and planner first

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Keep in mind that, despite new disclosure rules to increase transparency, the fee shown on your investment report may not be the total fee you paid your adviser

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Do you have a financial plan or an investment plan?

A financial plan is a six-step financial planning process that starts with having an initial meeting with your prospective planner

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Protect yourself from the unexpected realities of life

Seek professional help if your financial plan doesn’t protect you from the four Ds: death, divorce, disability and disaster

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Paying a high price for success, even after you die

There’s no hiding from the success tax, but several things can help legally reduce or even eliminate the amount your estate or your heirs pay

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