I multi-task and I know that it interferes with my productivity.
If you want a financial plan, would you rather deal with a salesperson that offers one for “free” if you bring in your investment statements, or with a professional with no strings attached?
It amazes me that millions of Canadians have billions of dollars invested in Money Market Funds (MMFs) that are earning no interest for all intents and purposes.
I was having coffee with a friend recently who has three beautiful daughters age 6 and under. She asked me when I began giving my soon-to-be 11 year old daughter Rachel an allowance.
We ask a lot of questions before developing an investor policy statement for our clients and one of them is about their rate of return expectations.
Since May 1, 2010, travellers must present proof of health insurance in order to enter the country. Upon arrival, travellers may be required to present an insurance policy, insurance certificate, or medical assistance card valid for the period of their stay in Cuba.
A client of mine told me that her banker suggested that she might be able to reduce her account service charges if she switched to a “senior’s account”. My client was skeptical and had no intention to make the change.
Clients sometimes ask which credit card I use when they are considering the myriad of options.
Saving money is simple, but not always easy.