This blog features a very special guest – my university-bound daughter, Rachel!
The Ombudsman for Banking Services and Investments (OBSI) is responsible for managing conflicts and complaints between Canadian banks and their customers and banks.
Is your magic number one million dollars, two million dollars, or five hundred thousand dollars?
Clients will occasionally ask: Why isn’t my investment doing well? Then I ask which one they’re concerned about, and what they’re basing that determination on.
The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016.
“If you can get your hands on a directory of doctors, you’ll be made.” Believe it or not, this was part of my training as a rookie financial adviser over 20 years ago.
Maybe some of you remember my blog post of 2010, on whether or not to give a child an allowance? In case you didn’t catch it, or don’t boast a photographic memory, I’m reproducing it below.
By now, most of you working with a financial advisor or robo-advisor have completed a standard risk tolerance questionnaire.
A “job for life” is a thing of the past. Most Canadians will receive a termination notice at least once in their career. Don’t leave getting the best possible treatment in your severance to chance.