Financial Insights & Advice

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TD Direct Investing Review 2026: A Big Bank Trading Platform
investSeptember 19, 2023

TD Direct Investing Review 2026: A Big Bank Trading Platform

If you're looking for way to invest but you want a big brand name backing it, then TD Direct Investing might be the right trading platform for you. It will be a

By Christopher Liew, CFA, CFP®
investSeptember 19, 2023

5 Quick Steps to Start Investing in Canada (2026)

Taking the first step into the world of investing can be intimidating, especially for beginners in Canada. The good news is that you don't need to be an expert

By Christopher Liew, CFA, CFP®
investSeptember 19, 2023

RBC InvestEase Review 2026: A Big Bank Robo-Advisor

Many investors want to enjoy the benefits of smart and automated investing with robo-advisors. There is an increasing number of robo-advisors in Canada. Most of

By Christopher Liew, CFA, CFP®
8 Best Free Tax Software in Canada that are CRA-Approved (2026)
personal-financeSeptember 18, 2023

8 Best Free Tax Software in Canada that are CRA-Approved (2026)

Are you looking for an easy and free way to prepare your taxes in Canada? When tax season comes around, free income tax return software can make your life much

By Christopher Liew, CFA, CFP®
17 Best Places To Retire In Ontario With a High Quality of Life 2026
retireSeptember 18, 2023

17 Best Places To Retire In Ontario With a High Quality of Life 2026

Canada offers plenty of the best places to retire in the world. Ontario is a particular favourite among Canadian retirees because of the wealth of options avail

By Christopher Liew, CFA, CFP®
11 Best Price Tracker Websites In Canada For Great Deals (2026)
moneySeptember 18, 2023

11 Best Price Tracker Websites In Canada For Great Deals (2026)

Have you noticed your monthly expenses increasing? If you're like many Canadians, you've likely felt the effects of inflation combined with the increasing costs

By Christopher Liew, CFA, CFP®
TFSA Limit Calculator (2026): Don't Overcontribute
personal-financeSeptember 18, 2023

TFSA Limit Calculator (2026): Don't Overcontribute

\ Not sure how much you can contribute to your Tax-Free Savings Account (TFSA) in \? As long as you know the year that you turned 18 and officially became eligi

By Christopher Liew, CFA, CFP®
How Much Do I Need To Retire in Canada in 2026?
retireSeptember 18, 2023

How Much Do I Need To Retire in Canada in 2026?

Worried about not having enough money to retire in Canada? You’re not alone. Over half (54%) of older Canadians have decided to delay retirement, mainly due to

By Christopher Liew, CFA, CFP®
personal-financeSeptember 18, 2023

How To Become A Tax Preparer In Canada: 6 Steps to a New Career (2026)

Are you interested in learning how to become a registered tax preparer in Canada? As a tax preparer, you'll help consumers and small businesses file their incom

By Christopher Liew, CFA, CFP®
Planswell Review (2026): Recovering from a Scandal
investSeptember 18, 2023

Planswell Review (2026): Recovering from a Scandal

Planswell is a controversial financial planning company. The Toronto startup was forced to completely halt all operations in November 2019 due to a harassment c

By Christopher Liew, CFA, CFP®
Questrade DRIP 2026: How to Set up a Dividend Reinvestment Plan
investSeptember 18, 2023

Questrade DRIP 2026: How to Set up a Dividend Reinvestment Plan

Investors are always looking for ways to save time. A dividend reinvestment plan (DRIP) is an easy way to save time and maximize your portfolio efficiency when

By Christopher Liew, CFA, CFP®
Questrade Review 2026: A Top-Notch Canadian Discount Broker
investSeptember 18, 2023

Questrade Review 2026: A Top-Notch Canadian Discount Broker

Deciding on which discount broker in Canada to choose can be a challenge with all of the available choices. I have been using Questrade for over ten years now.

By Christopher Liew, CFA, CFP®

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