20 Dec
Featured | Money

Five steps to stay vigilant against investment scams

In today’s ever-evolving online world, we have become used to the convenience and intuitive experiences available through the internet. While these technological improvements have been game-changers in our daily lives, scam artists are increasingly taking advantage of our comfort and...

1 Dec
Money

Addressing conflicts of interest in adviser-client relationships

Many Albertans work with a registered adviser to grow and maintain their wealth. To achieve the best results, clients must be open and transparent about their finances and goals and in turn, registered advisers must align investment portfolios and products...

23 Nov
Money

Sticking to your investing goals through the holidays

As the holidays approach, many Albertans are overwhelmed by the costs associated with the season. According to PwC’s Canadian Holiday Outlook, Canadians expect to spend on average $1,402 on the holidays, an increase of 29 per cent over last year....

27 Oct
Money

How to conduct fundamental analysis and invest wisely

Relying on social media platforms, self-proclaimed investing gurus and online forums for investing recommendations can be disastrous.

Whether you’re assessing the potential of a company or analyzing your existing portfolio, fundamental analysis is the best barometer for gauging the true...

29 Sep
Money

Kicking off the school year with RESPs

With the new school year kicking off and kids headed to classrooms, now is a great time to start thinking about how prepared you are for their future education. While it may seem far away, planning for your child or...

13 Aug
Featured | Money

Understanding active investing

Investing is a wealth-building tool that can be as involved or as hassle-free as you want. Active investing is a hands-on approach in which either you or a financial advisor acting on your behalf invests with the objective to outperform...

27 Jun
Money

Confronting five cognitive biases

Money is a powerful tool in our day-to-day lives. There are various emotional connections and cognitive biases that impact how we spend, save, and invest our money. When it comes to investing, you perform the best when making informed decisions...

6 May
Featured | Money

Being scam-smart this year

There are a variety of scams and frauds happening all the time in Canada, with new ones being invented daily.

In 2020, Canadian reports of fraud reached 69,411, with 41,007 victims of the crime. In total, Canadians were defrauded to the...

27 Apr
Featured | Money

Robo-advisers: The best way to invest?

First launched in the early 2000s, robo-advisers were used as an online interface to assist investment managers in handling their client’s assets efficiently. Since 2008, robo-advisers have become publically available, providing beginner and experienced investors with a simple and relatively...