What’s involved in moving investments from a high-fee advisor to a DIY setup?
Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...
Articles By Jason Heath, CFP:
Should you update your financial plan given recent volatility?
Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s...
The pros and cons of a dividend reinvestment plan
You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them...
How to protect personal assets if your business fails
With COVID-19 protective measures crushing her already struggling business, Annette fears losing her home if she's unable to repay...
10 podcasts to amp up your investing and financial confidence
These Canadian resources make it easy to bone up on a wide range of money concerns.
“Records of my stock purchase have disappeared. What now?”
Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss...
Should you consider using joint accounts to avoid probate?
Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...
COVID-19 financial support for working seniors
You may still qualify for the federal government’s CERB payments, even if you collect CPP and OAS.
The basics of starting your own business
Looking to earn some money through self-employment or a side hustle? Here’s what to know about the setup and...