What’s in a Title?

Regulating the Use of Financial Planner or Financial Advisor If someone were to tell you that they were a financial planner or a financial advisor, what would be your first thought? Mutual fund salesperson? Or perhaps, life insurance salesperson? Before I became involved in financial services...

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When should I begin taking CPP?

It is the nature of my profession that I read a lot about personal financial matters. One of the most difficult of such matters has to do with retirement. Financial economists will say that retirement planning is difficult because there are so many variables, or...

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