Tag: financial advice

Financial Planning

| Financial Planning

When I started my career at Smith Barney in the US, “back in the day,” people with surplus funds engaged a stockbroker to buy and sell securities on their behalf. This relationship was primarily transactional (with a few liquid lunches thrown in for good measure). Stockbrokers were paid by commission, and each buy or sell ...

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Is Risk a Four-Letter Word?

| Financial Planning, Personal Financial Stories

Risk means different things to different people, particularly when used in the context of financial planning. Often advisors are too quick to label investors, particularly women and young professionals, as conservative, when in fact a more moderate or aggressive profile would better suit their objectives. Risk means different things to different people, particularly when used ...

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Important Dates in Finance Season

| Financial Planning

RRSP 2021 Deadline – March 1, 2022 RRSPs are one option to save for your future. You can determine with your tax or financial advisor whether RRSP contributions make sense for you. You can also check out some of your options through this online calculator. Your RRSP contribution limit for 2021 can be found on ...

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