Personal Wealth

Episode 21 of Rational Reminder is focused on the question of investing in real estate. It is still a common conundrum for investors and even those who may not consider themselves active investors, whether to buy or to rent a property.

This is episode 20 of the Rational Reminder podcast with Cameron Passmore and Benjamin Felix.

November is Financial Literacy Month in Canada, with this week’s theme “Make Informed Decisions”. There are many ways you can make informed decisions, but I’ll focus on making informed decisions based on your personal spending. In this post, you’ll find the different ways to budget and the real reasons for budgeting.

This is episode 19 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest Shane Parrish.

This is Episode 18 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest Mark Sutcliffe.

The RESP is a powerful tool to save for your child’s post-secondary education. The power comes from the Canadian Education Savings Grant (CESG), which boosts your child’s education savings substantially. I outline how the CESG works and how you can maximize the grants your child receives.

This is episode 17 of the Rational Reminder Podcast, with Cameron Passmore, Benjamin Felix and very special guest Dan Solin.

Are you so wealthy that you could quit your job today and live large for as long as you please? Maybe you’re one of those big lottery winners who is still only working because it’s so darn fun.

It’s been a bumpy year in the markets, and that makes it a good time to talk about the importance of sitting down for an annual review with your advisor.

I’ve talked about what Environmental, Social and Governance (ESG) investing is, how to build portfolios with ESG factors, and how companies are rated. Now let’s talk about how ESG investing affects investment performance.