Robyn Thompson, CFP, founder of Castlemark Wealth Management has been chosen as a recipient of the 2021 5-Star Leading Women in Wealth Award by Wealth Professional Canada magazine. The award is given to 50 women who tackled the turbulent climate of the wealth...
10 topics to cover during the interview Increasingly, younger people, especially businesspeople, professionals, and managers, are reaching the stage in their careers where they need the help of a financial planner. But where do you begin? And what kinds of...
A good financial advisor can get your portfolio working again There’s nothing quite like the thrill of online trading. And a couple of really solid wins can get the adrenaline going. But for some reason you don’t seem to be ahead of the game. Your monthly cost in...
Financial advisory fees don’t always add up to good value Trailing commissions, loads, transaction fees, administration fees. If your investment account statement looks like your advisor is shopping for a new Porsche, it might be time to revisit the whole issue of...