Financial Insights & Advice

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investJuly 19, 2021

Wealthsimple vs Tangerine 2026: An Online Canadian Rivalry

Are you wondering which between Wealthsimple vs. Tangerine Bank would be better to meet your needs? Canadians have several financial institutions they can use f

By Christopher Liew, CFA, CFP®
Tangerine Bank Review 2026: Canada’s Premier Online Bank
bankingJuly 8, 2021

Tangerine Bank Review 2026: Canada’s Premier Online Bank

If you are one of the many Canadians looking for a more convenient option than what traditional banks offer, online banks like Tangerine could be a good choice

By Christopher Liew, CFA, CFP®
Questrade Exchange Rate 2026: Lower Your FX Fees for U.S Trades
investJuly 7, 2021

Questrade Exchange Rate 2026: Lower Your FX Fees for U.S Trades

If you are a Canadian interested in the U.S. stock market, you might have heard about Questrade. Questrade was the first discount broker in Canada to offer USD-

By Christopher Liew, CFA, CFP®
Personal Capital Canada 2026: Is it Available?
manage-moneyJune 29, 2021

Personal Capital Canada 2026: Is it Available?

Is Personal Capital available in Canada? The famous U.S.-based net worth-tracking application is unfortunately not available for Canadians. Because while Person

By Christopher Liew, CFA, CFP®
Wealthica Review 2026: A Powerful Wealth-Tracking App For Canadians
manage-moneyJune 12, 2021

Wealthica Review 2026: A Powerful Wealth-Tracking App For Canadians

Tracking all your investments across multiple channels can be a nuisance. I've struggled to find ways to efficiently track all of my investments that don't requ

By Christopher Liew, CFA, CFP®
Willful Review 2026: Create an Online Will in Canada
manage-moneyJune 12, 2021

Willful Review 2026: Create an Online Will in Canada

Do you have a will in place? A legal will is one of the most important documents you will create in your life. Many Canadians are unwilling to create a will bec

By Christopher Liew, CFA, CFP®
12 Best Life Insurance Companies in Canada (2026)
insuranceJune 10, 2021

12 Best Life Insurance Companies in Canada (2026)

Looking for the best life insurance company in Canada? You might be overwhelmed with all the different options. Only two out of every five Canadians have a grou

By Christopher Liew, CFA, CFP®
How To Register For CRA My Account in 2026
manage-moneyJune 9, 2021

How To Register For CRA My Account in 2026

Paying taxes is probably the least favourite adulthood milestone of most individuals. Even though it’s not fun, paying taxes has become significantly easier and

By Christopher Liew, CFA, CFP®
RRSP First-Time Home Buyer Guide 2026: How Does it Work?
personal-financeJune 9, 2021

RRSP First-Time Home Buyer Guide 2026: How Does it Work?

Are you a potential first-time home buyer looking for ways to make it easier to buy a home? Unfortunately, rising housing costs and tougher lending rules are ma

By Christopher Liew, CFA, CFP®
Robinhood Canada 2026: $0 Commission Trading Apps Available
investMay 25, 2021

Robinhood Canada 2026: $0 Commission Trading Apps Available

The Robinhood app has become one of the most popular investment apps in the U.S. in recent years. It added over three million new users in the first quarter of

By Christopher Liew, CFA, CFP®
CIBC Investor’s Edge Review 2026: A Reliable Discount Broker
investMay 18, 2021

CIBC Investor’s Edge Review 2026: A Reliable Discount Broker

Investing affordably is a top priority for many Canadians. With the rise of low-cost online brokerages, platforms like Wealthsimple and Questrade have gained tr

By Christopher Liew, CFA, CFP®
RBC Direct Investing vs. Questrade: 4 Category Comparison (2026)
investMay 18, 2021

RBC Direct Investing vs. Questrade: 4 Category Comparison (2026)

I’ve used several trading platforms over the years, and Questrade has been one of my favourites. It is one of the most popular discount brokerages in Canada. Pi

By Christopher Liew, CFA, CFP®

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