Beat The Bank: Simply Successful Investing

If there’s anyone who knows how to beat the bank at its own game, it’s 35-year banking industry veteran turned investor advocate Larry Bates. His new book, Beat the Bank: The Canadian Guide to Simply Successful Investing, just hit the shelves and in it he reveals the winning formula to turn the tables on Bay…

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Weekend Reading: Financial Facelift Edition

Financial Facelift Edition

I enjoy reading the Globe & Mail’s Financial Facelift every weekend, if only just to goof on the idea that a couple earning $200,000+ per year with $3 million in the bank can be worried about their financial future. The tipping point of absurdity came when the Globe profiled Eric and Ilsa, the Vancouver couple…

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Weekend Reading: Canadian Financial Summit Edition

Canadian Financial Summit 2018

Last year hundreds of you signed up to watch me and dozens of other personal finance and investing experts speak at the Canadian Financial Summit. Well, we’re back with a fresh new line-up of information designed to make you better savers, investors, and take control of your financial future. Get your free ticket today to…

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Making It Easy For Canadians To Start Investing

RBC InvestEase portfolio mix

This post is sponsored by RBC InvestEase Inc. All views and opinions expressed represent my own and are based on my own research of the subject matter. Young investors want a simple solution to manage their investments at a low cost and with minimal hassle. They want automated advice and professional guidance – but on their own…

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Weekend Reading: Renewed My Mortgage Edition

Renewed My Mortgage

I wrote about my mortgage renewal strategy earlier this year. Since we don’t plan on moving in the next five years, my top consideration is to get the best interest rate possible. That meant looking at the best of either a 5-year close variable rate mortgage or a 1-to-2-year fixed rate mortgage. With my mortgage…

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The Crash That Never Came

The Crash That Never Came

It’s been nearly 10 years since the global financial crisis bottomed out. Since then stocks have basically been on an uninterrupted tear, with the TSX doubling in value, and the S&P 500 nearly quadrupling in value. In that time, investors have survived the European debt crisis, Greece’s debt crisis, a Russian financial crisis, the Brexit…

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