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Investing


More gen-Z Canadians regularly investing than other generations: TD survey.
I spoke with the Financial Post about why Gen Z is investing earlier than other generations, and why a TFSA can be a smart first account.
Nov 14, 20242 min read


Saving for different life stages.
I spoke with Financial Pipeline about how to save for every stage of adult life, from your first job to parenthood and retirement.
Jul 3, 20242 min read


Slow uptake for FHSAs among advisors leads to missed opportunity to connect with the next generation.
I spoke with The Globe and Mail about why few of my clients are using FHSAs, and how to keep a down payment growing.
May 6, 20242 min read


FHSA's first year successful, but more awareness needed.
I spoke with BNN Bloomberg about the FHSA's successful first year, who may qualify, and how the program could become more flexible.
Apr 1, 20242 min read


How (and where) to find the best GIC rates.
I spoke with Yahoo Finance Canada about finding the best GIC rates: why it pays to shop around, how much to lock in, and the tax surprises to watch for.
Oct 18, 20232 min read


Can you survive on Canada’s government pension alone in retirement?
I spoke with the Toronto Star about whether you can retire on CPP and OAS alone, and the ways to stretch your income if government pensions are most of your plan.
Jul 19, 20232 min read


Own Property? Here’s What You Need to Know About Filing Your Taxes This Year.
I spoke with STOREYS about filing taxes as a homeowner: the rebates and credits to look for, and why you should never guess at home office expenses.
Apr 7, 20232 min read


Why ‘risk aware’ is a better term for women investors than ‘risk averse’
I spoke with The Globe and Mail about why women investors are risk aware, not risk averse, and how a clear plan helps you invest based on facts, not fears.
Oct 25, 20222 min read


Why the ‘culture of now’ is making it difficult for Canadians to save for retirement.
Saving for a home first and retirement later isn't the only path. I shared with The Globe and Mail why I often counsel clients to flip that order.
Mar 16, 20222 min read


Some households are saving money while isolating at home. What should they do with it?
Saving more while staying home? I shared with The Globe and Mail why I'd aim for a six-month emergency fund first, and when investing the rest could make sense.
Apr 13, 20202 min read


Should millennials invest or deal with their debt?
Pay off debt or start investing? I shared with Morningstar why waiting until your mortgage is paid off could mean missing years of potential growth.
Oct 4, 20192 min read
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