If you are an employee of a company, who doesn't have a company pension plan or a group RRSP, then I would suggest you implement a savings plan similar to this and stick to it for life. If you can do that and you can invest patiently and wisely with someone you trust, it will work out just fine.Read More
A few weeks ago I met with a potential client who had also just met with a brand new advisor who was recently licensed to sell mutual funds and insurance. This advisor was working for WFG and was working under the guidance of her “trainer.”Read More
As a CERTIFIED FINANCIAL PLANNER Professional, I am aware of two things:
1. Lowering your investment fees will improve your investment performance.
2. Working with a financial planner will increase your net worth.
The problem is that usually you have to sacrifice one over the other.Read More