Personal finances

Canadians’ confidence in ability to retire on time plummets: Report

A new survey shows Canadians anticipate working an average of six years longer than they would like

By Staff |June 26, 2023

2 min read

Client Confidential: Bob Lai

We talk to a proponent of the Financial Independence Retire Early movement

By Allan Janssen |November 7, 2022

3 min read

Three ways open banking could impact wealth management

Open banking has the potential to automate onboarding, allow for fee comparison and improve risk assessments

By Greg Meckbach |September 16, 2022

2 min read

Canadians can’t walk the personal finance talk

Self-reported financial skills aren't backed by evidence, a CPA Canada survey finds

By Michelle Schriver |August 5, 2022

2 min read