Put your business’s best foot forward with the help of an advisor. Like most small business owners, you became your own boss for a reason. Perhaps you wanted more flexibility or independence, or simply more control over work and business decisions. But owning a business can be isolating and stressful, with all the decisions resting on your shoulders, not to mention the long hours. According to a recent study, 38 per cent of small business owners reported spending more hours a

Comparing software to a relationship with an expert. Automated portfolio management services – known popularly as “robo-advisors” – have made headlines in recent years. These online services use algorithms to make portfolio recommendations based on the information an investor provides in a questionnaire. These services are just starting to gain ground in Canada, with marketing campaigns that include TV commercials, billboards and full-page ads. Although most investors continu

The two financial terms we hear about the most shouldn’t be confused. In the world of financial news, headlines can be confusing. Just when one proclaims that stock markets are hitting record highs, another may just as easily say the economy is in deep trouble. But how can this be? How can stock market numbers look so rosy next to a gloomy outlook for the economy? The simple explanation is that the two are very different. Yet they each affect one another to such a significant

Take this quiz to see how healthy your financial habits are and what areas could use some improvement. Then, talk to me about your results and steps you can take to boost your score.

Visit your favourite destinations with the help of virtual technology. Even though the pandemic has forced closures and cancellations of all kinds of fun stuff, like art galleries, vacations and live shows, we can still experience some of those things we miss. Thanks to technology, it’s all possible without having to venture out the front door. We’ve compiled a list of virtual experiences that are worth a try. Take a simulated trip Got a bad case of wanderlust? While physical