by Rona Birenbaum BAS CFP®, CHFS | Oct 21, 2015 | All About Investing, Musings, We Think You Might Enjoy...
Recently, the Globe and Mail created a tool for investors to compare if they are paying more or less for advice than other investors who complete the questionnaire do. Fee transparency is important, and it got us thinking that how advisors spend those fees is also...
by Guest Blogger | May 4, 2015 | All About Investing, Musings, Retirement
By: Ian Mucignat, CFA Customer loyalty to one’s bank of choice has historically been very Canadian. We love our banks. “This is my bank; surely they’ll return the love.” Canadians are starting to take off the rose coloured glasses and see the banks for what they truly...
by Rona Birenbaum BAS CFP®, CHFS | Nov 18, 2014 | Musings
I am one of those people that believes that once our basic needs are met (food and shelter), happiness is derived more naturally from things that don’t necessarily have a large price tag attached. This message was hammered home for me and my daughter this weekend...
by Rona Birenbaum BAS CFP®, CHFS | Feb 6, 2014 | All About Investing, Musings, We Think You Might Enjoy...
I’ll admit it, when I picked up a copy of Preet Banerjee’s new book, Stop Over-Thinking Your Money, The Five Simple Rules of Financial Success, I immediately flipped to chapter seven. This is the chapter on Financial Advisors and I was very interested in what Preet...
by Rona Birenbaum BAS CFP®, CHFS | Aug 8, 2010 | All About Investing, Musings, Risk Management
I took my daughter to Great Wolf Lodge recently, which is a family resort built around an indoor water park. The park highlights are the water slides. They range from the kiddie slides to the high intensity Vortex. Now, if you really must know, if I could get away...
by Rona Birenbaum BAS CFP®, CHFS | Jul 8, 2010 | Musings, We Think You Might Enjoy...
I multi-task and I know that it interferes with my productivity. Recently, expert sales and productivity coach Nicki Weiss wrote a fantastic article on how (and why) to stop multi-tasking. Below is the article in its entirety. This article comes from Nicki’s...