Segregated Funds: Mutual Funds with Insurance

An Introduction to Insurance and Risk Management – Part 6 Doesn’t this Post Belong Under Investment Planning? While segregated funds are investment products, the fact that they have certain insurance features and can only be bought through someone who is life-insurance-licensed, I have placed this topic under...

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The ETF: What is it?

An Introduction to Investment Planning – Part 5.5 For decades the mutual fund has dominated the investment world of the average Canadian. You could walk into your local bank or credit union, get a recommendation from your friendly financial advisor, invest as little as $100, set...

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Announcement: FINPLAN30

A No-Cost No-Obligation Financial Planning Conversation About Almost Anything in 30 Minutes   What are your resolutions for 2020?   Might any of them be to tackle some burning financial questions?   If so, consider reaching out to me for a quick 30-minute conversation about that question.   FINPLAN30 conversations are 25 minutes...

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