Financial Security for Life Guide
A guide for financial life planning. If you don’t start with a plan, and then structure your savings and investments accordingly, your money and wishes alone may not take you where you’re hoping to go.
Tax-Free First Home Savings Account (FHSA)
The Tax-Free First Home Savings Account (FHSA) is coming, giving first-time homebuyers the ability to save $40,000 towards the purchase of a home. What is the FHSA and what should you consider?
The Wheel of Wellness Guide
Where Financial and Personal Wellness Meet: Just as we demystify the subject of investing, this guide aims to demystify the concept of ‘wellness’.
An Investor Guide to Inflation
In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!
Navigating Conflicts of Interest in the Financial Services Industry
It’s important to be aware of the ways that conflicts of interest can show up with financial advisors and how they can impact your portfolio.