When working with a financial advisor, understand what fees you’re paying
Financial advisors have different investing styles and fee structures. Here’s how to choose the right planner for your needs...
Financial Advisors
David Miller Certified Financial Planner
Meet David Miller David Miller’s specialty is in helping successful Canadian individuals and families uncover and address their investment...
Adam Chapman financial advisor
Meet Adam Chapman Adam Chapman jokes that he’s a financial planner who helps people spend money—not save it. And,...
What happens when you can’t manage your investments anymore?
Your kids believe it’s time for someone else to manage your money, but you’re used to doing it on...
Advertisement
Can you help your kids financially without compromising your retirement?
A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.
Single, no pension? Here’s how to plan for retirement in Canada
There are financial and logistical challenges to being single in retirement. Here are some tips to tackle them, especially...
Robo-advisor or all-in-one ETF: which is best for new investors?
Do-it-yourself investors have more choices now than ever before. That can also create complexity, or confusion, about which approach...
James P. Gunn, financial advisor
Meet James P. Gunn James P. Gunn has been a financial advisor for over 25 years. He is the...
Advertisement
What is financial well-being? What does it mean to Canadians?
Financial well-being is finding a balance between the money we have and the life we want to live. Here's...