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Just because you can, doesn’t mean you should: five questions to decide if DIY investing is right for you I am embarrassed to admit that this past holiday season (as well as many before it), I sat and ate an entire box of Toffifee in one sitting. That being said, just because I could, doesn’t mean I should. The same can be said for DIY investing. When I was 18, I got a “hot […] Posted in: Investing
Far away From Family: Three things we can do to protect loved ones from the financial pitfalls of isolation I can remember visiting my grandma well into her 90’s and I always marveled at the phone calls and drop in visitors that she had from family and friends. The phone calls and visits were instrumental in keeping her connected to and safe from the outside world. My grandma had eight children and 46 grandchildren, […] Posted in: COVID 19, Fraud, Helping Seniors4 min read
Couples and Money: Lessons from the Toilet Paper Aisle As a marketer, I rely on the truism of the “two types of people in the world”: for example, there are those who “invest” in a premium brand of toilet paper and those who prefer to save on this necessity with econo-brands. Now follow me – and these two types of people – to the […] Posted in: Family Matters, Guest Blog4 min read
Q&A: Facts to Know Before Purchasing Your First Home If you are in the position to purchase a home, it is imperative that you be realistic about what you can afford and understand what you are getting into. As my niece, Tekla, prepares to purchase her first home, I sat down and answered some questions for her on the basics of home ownership – […] Posted in: Home Ownership5 min read
Easy Habits to Avoid Investment Fraud “What’s the first thing you do when you get into a car?” “Buckle your seatbelt?” “No.” “Check the mirrors?” “Nope.” “Start the car… ?” “Lock your doors.” My driving instructor was a newcomer to Canada, and grew up in a city with a very serious crime problem. Although Winnipeg is relatively much safer, he made […] Posted in: Fraud9 min read
The Gift of Financial Literacy – Pt. 2 Four Books To Give the Gift of Financial Literacy this Holiday Season – Pt. 2: For Adults COVID-19 has brought two financial extremes to light. There are people who are suffering great financial distress due to job loss, business closures and high levels of consumer debt. At the other end of the spectrum, there are […] Posted in: Family Matters6 min read