blog search
Blog
Remake personal finances in 2021
Tips on money management, investing, taxes The New Year is the natural time to turn a new leaf with finances. However, best intentions are typically forgotten within a few weeks. A better idea is to take stock of your entire financial situation, review what’s...
Globe Advisors Best of 2020: When a team member leaves
Financial advisors: What happens when a valued member of your team leaves? Check out my Globe and Mail article on this often-overlooked aspect of practice management. Chosen as one of Globe Advisor’s Best of 2020: Top 10 practice management...
Are you guilty of the 7 deadly financial sins?
Especially during the COVID economy, the famed seven deadly sins can put a big hole in your household finances. Read my guide in the Vancouver Sun for avoiding everything from Gluttony to Lust, and staying financially...
A vaccine against personal financial chaos
Key financial planning principles and resolutions for the New Year This year will go down in the books as one of the strangest, and perhaps most stressful, on record. The Covid-19 pandemic and resulting disruptions to our normal lives has been challenging for all...
Important RRSP information if you are turning 71
What you must do before Dec. 31 Registered Retirement Savings Plans do not last indefinitely. In fact, they must be closed down by the end of the year in which you turn 71. So if you are in that age group this year, you have until Dec. 31 to convert your RRSP into...
13 things financial advisors wish you knew
Even if you’re saddled with debt, a financial advisor can help you work towards your money goals. Before your first meeting, consider these tips. Robyn is featured in this recent special report in Reader’s...
Elements of investing
First steps to financial literacy With the Covid-19 pandemic more people are spending more time at home. This has also led many people to try a little do-it-yourself investing. After, all opening an investment account is relatively easy, and almost every financial...
How income layering can help retirees protect portfolio value
Robyn is featured in this recent interview in Wealth Professional magazine on how the retirement landscape has shifted and why it’s now essential retirees understand their sustainable withdrawal...
Elements of financial planning
First steps to financial literacy This is a challenging time for building your wealth and saving for retirement. A newly released survey by FP Canada found that Canadians between age 45 and 54 are struggling the most during the Covid-19 pandemic. Over a third in...
Dealing with the season of volatility
Portfolio management tips for troubled times October is a typically volatile month for markets, and this year has been no exception. The main North American stock indexes were down for the month across the board. So were crude oil and gold. We heard media talking...
What should RESP holders do during a school year like no other?
What should RESP holders do during a school year like no other? Post-secondary education is looking dramatically different this year. As the pandemic lingers, and universities and colleges offer online-only courses, fewer students are living and learning on campus....
Dealing with unexpected job loss
Sometimes life can throw a curve ball in the form of unexpected job loss. Robyn is featured in this recent Investment Executive post on how to best handle retirement plans, severance offers, and...