ImageCTV NewsDec 3, 2022Ontario millennials need to save for over 20 years for down payment on a home: reportCTV News reports that Ontario home prices are far out of reach for many millennials, Read moreNews·~1 min read
ImageThe Globe and MailFeb 14, 2015Wanted: a new generation of financial plannersThe Globe and Mail looks at the need to recruit younger financial planners as many Read moreNews·~1 min read
ImageForbesDec 28, 20233 Highest Paying Industries for 2024, According to ResearchForbes highlights finance and banking, information technology, and healthcare as high-paying industries for 2024. The Read moreNews·~1 min read
ImageForbes AdvisorMar 4, 2023Nearly 80% of young adults get financial advice from this surprising placeForbes Advisor reports that most millennials and Gen Z adults surveyed have received financial advice Read moreNews·~1 min read
ImageFinancial PostNov 8, 2023Posthaste: Baby boomers expect to leave $1 million or more to millennialsThe Financial Post reports that many baby boomers expect to leave far larger inheritances than Read moreNews·~1 min read
ImageCTV NewsFeb 28, 2024Canadian households among the wealthiest, but debt a 'double-edged sword'CTV News reports that Canadian households rank among the wealthiest in the G7, but also Read moreNews·~1 min read
ImageCP24Dec 3, 2022Ontario millennials need to save for over 20 years for down payment on a home: reportCP24 covers a Generation Squeeze report showing how far home prices have moved beyond young Read moreNews·~1 min read
ImageYahoo FinanceFeb 14, 2024Posthaste: Canadians putting off saving for retirement, but still plan to stop working at 60Yahoo Finance reports that many Canadians are prioritizing today’s bills over retirement savings as the Read moreNews·~1 min read
ImageMaclean'sOct 6, 2022High demand for financial planners ensures long-term job securityThis Maclean's sponsored article says financial planners are in strong demand because of retirements, demographic Read moreNews·~1 min read
ImageInvestment ExecutiveAug 24, 2018Succession is more important nowInvestment Executive reports that aging advisors are taking succession planning more seriously, but many firms Read moreNews·~1 min read
PDFThe Wall Street JournalSep 20, 2018Universal Life Insurance, a 1980s Sensation, Has BackfiredThe Wall Street Journal explains how universal life policies sold during high-interest-rate years have become Read moreBTID·~1 min read
PDFThe Wall Street JournalJan 4, 2020It's the Hottest Thing in Life Insurance. Are Buyers Aware of the Risks?The Wall Street Journal examines the boom in indexed universal life insurance, a product tied Read moreBTID·~1 min read
PDFThe Wall Street JournalFeb 4, 2019The Case Against Permanent Life InsuranceThis Wall Street Journal column argues that most people are better served by buying term Read moreBTID·~1 min read
PDFThe Wall Street JournalAug 9, 2015Retirees Stung by 'Universal Life' CostThe Wall Street Journal reports that many retirees who bought universal life policies in the Read moreBTID·~1 min read
PDFPersonal Finance for DummiesMay 31, 2026Registered Education Savings Plans (RESPs)This excerpt explains how RESPs help families save for a child’s education, including the tax Read moreNews·~1 min read
PDFPersonal Finance for DummiesMay 31, 2026The overused guaranteed investment certificate (GIC)This excerpt explains how GICs work: you lend money to a bank for a set Read moreGICs·~1 min read
PDFFinancial PostAug 7, 2013Your pension: Is now the time to take the cash instead?The Financial Post explains why low interest rates can make the lump-sum value of a Read moreNews·~1 min read
PDFCBCSep 7, 2010Group RESPs: reading the fine printCBC looks at how group RESPs can surprise parents with front-loaded fees and steep withdrawal Read moreNews·~1 min read
ImageCBCSep 6, 2017Almost half of Canadian employees living paycheque to paycheque, survey indicatesA Canadian Payroll Association survey found that 47% of workers are living paycheque to paycheque Read moreNews·~1 min read
PDFCNN MoneyMay 29, 2026What's wrong with using insurance as an investment?Insurance agents often pitch cash-value life insurance as a smart way to invest for retirement, Read moreBTID·~1 min read