Financial Insights & Advice

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8 Best Gold Stocks in Canada for June 2026
investSeptember 16, 2020

8 Best Gold Stocks in Canada for June 2026

Are you looking to invest in Canadian companies that deal with gold on a day-to-day basis? There are a lot of great options to consider here at home. In Canada,

By Christopher Liew, CFA, CFP®
OAS Canada Explained 2026: Your Detailed Old Age Security Guide
cpp-oasSeptember 16, 2020

OAS Canada Explained 2026: Your Detailed Old Age Security Guide

About to retire soon? You must learn the ins and outs of Old Age Security (also known as OAS Canada or OAS pension). The OAS is one of the most important retire

By Christopher Liew, CFA, CFP®
Defined Benefit Pension Plan in Canada: Financial Peace of Mind (2026)
retireAugust 17, 2020

Defined Benefit Pension Plan in Canada: Financial Peace of Mind (2026)

A defined benefit pension plan (DBPP) is often a confusing topic for many Canadians. This post will help you understand how the DBPP works, and how it differs f

By Christopher Liew, CFA, CFP®
Passiv Review 2026: Terrific Tool for DIY Investors
investAugust 12, 2020

Passiv Review 2026: Terrific Tool for DIY Investors

Are you a do-it-yourself (DIY) investor who wants to make rebalancing your portfolio easier? I came across Passiv as a tool that can help investors rebalance th

By Christopher Liew, CFA, CFP®
manage-moneyAugust 1, 2020

Properly Review 2026: Fast Track Your Home Sale in Canada

Thinking of selling your home? Typically, selling a home is a drawn-out process that requires hiring a realtor, listing your home on the real estate market, mar

By Christopher Liew, CFA, CFP®
6 Best Trading Platforms in Canada 2026: Top Online Brokers
investJuly 23, 2020

6 Best Trading Platforms in Canada 2026: Top Online Brokers

Looking to save on fees for investing? You have to find the best trading platform in Canada, also known as a discount broker. 77% of Canadians are now choosing

By Christopher Liew, CFA, CFP®
BMO InvestorLine Review 2026: A Big Bank Discount Broker
investJuly 10, 2020

BMO InvestorLine Review 2026: A Big Bank Discount Broker

Are you looking for an online discount brokerage that can give you peace of mind and the backing of a big brand? I have used and reviewed many online brokerages

By Christopher Liew, CFA, CFP®
10 Best Robo-Advisors in Canada For Autopilot Investing (2026)
investJune 23, 2020

10 Best Robo-Advisors in Canada For Autopilot Investing (2026)

Robo-advisors help serve two primary investment goals for you; to save you money (with its low fees) and time (with its hands-off approach). It's an exciting te

By Christopher Liew, CFA, CFP®
Qtrade Review 2026: A Robust Trading Platform
investJune 23, 2020

Qtrade Review 2026: A Robust Trading Platform

With more and more discount brokerages being launched in Canada, it can be difficult to find a great platform to use. The push towards lower fees also reduces p

By Christopher Liew, CFA, CFP®
investJune 20, 2020

BMO SmartFolio Review 2026: A Big Bank Robo-Advisor

Trusting in robo-advisors to help you achieve substantial long-term returns on your investment can be challenging. There are several robo-advisor products in Ca

By Christopher Liew, CFA, CFP®
investJune 20, 2020

ModernAdvisor Review 2026: Automated ETF Investing

Are you looking for a robo-advisor that can let you set and forget your investing? Among the increasingly growing market of robo-advisor products in Canada, mak

By Christopher Liew, CFA, CFP®
Nest Wealth Review (2026): Flat Monthly Fee Robo-Advisor
investJune 19, 2020

Nest Wealth Review (2026): Flat Monthly Fee Robo-Advisor

Are you in search of a robo-advisor that can help you achieve your investment goals? The robo-advisor market is booming with several options that Canadians can

By Christopher Liew, CFA, CFP®

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