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Getting a second opinion on your investment portfolio

Truth is, you can only get it from someone who is licensed to sell the products you have

Getting a second opinion on your investment portfolio

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How to drawdown your retirement portfolio

Bob has a few different accounts he can draw from to fund retirement. Where should he start?

How to drawdown your retirement portfolio

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How to invest a RRIF

Sharon gets advice on how to effectively invest her $500,000 RRIF

How to invest a RRIF

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How and when to switch financial advisers

You can and should track your financial adviser's performance against a benchmark

How and when to switch financial advisers

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Financial advice for a second marriage

John's second wife-to-be is more financially independent than he is. How should they manage their finances as a couple?

Financial advice for a second marriage
bonds vs. cash

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Time to get out of bonds?

It's often said that the bond bubble is about to burst. So why would anyone invest in them? ...

Time to get out of bonds?

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Why you don’t need an emergency fund

Only the banks win when you sit on too much cash

Why you don’t need an emergency fund

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Investing outside RRSPs and TFSAs

How to invest after you’ve exhausted RRSP and TFSA contribution limits

Investing outside RRSPs and TFSAs

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Find a financial adviser you can trust

In a product-focused, sales-driven industry it's tough but doable

Find a financial adviser you can trust

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