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Financial Insights & Advice

Stay informed with the latest articles on investing, mortgages, and wealth building

Showing 12 of 295 articles

Nest Wealth vs Wealthsimple 2026: Robo-Advisor Face-Off
investJuly 8, 2024

Nest Wealth vs Wealthsimple 2026: Robo-Advisor Face-Off

Wealthsimple and Nest Wealth are two of Canada’s leading robo-advisors. The companies offer more cost-effective, convenient, and unbiased advice for investment

By Christopher Liew, CFA, CFP®
Wealthsimple Trade Plus Subscription 2026: Buy U.S Stocks and ETFs
investJuly 8, 2024

Wealthsimple Trade Plus Subscription 2026: Buy U.S Stocks and ETFs

In the past, I felt that Wealthsimple Trade fell short in one key area: its lack of a U.S. dollar account. This forced you to trade U.S. stocks or ETFs at a hig

By Christopher Liew, CFA, CFP®
WealthBar Review 2026: Canada’s 1st Robo-Advisor
investJuly 8, 2024

WealthBar Review 2026: Canada’s 1st Robo-Advisor

Note that Wealthbar is no longer operational and is now CI Direct Investing - read the full CI review here. When it comes to creating a low-cost portfolio that

By Christopher Liew, CFA, CFP®
Questwealth Review 2026: Actively Managed Robo-Advisor
investJuly 8, 2024

Questwealth Review 2026: Actively Managed Robo-Advisor

Looking to invest using a robo-advisor and want to learn more about Questwealth? You've come to the right place. There are a plethora of robo-advisor products a

By Christopher Liew, CFA, CFP®
Questrade vs. Wealthsimple 2026: Two Fierce Rivals
investJuly 8, 2024

Questrade vs. Wealthsimple 2026: Two Fierce Rivals

Questrade vs. Wealthsimple is a classic battle between two of Canada's most popular finance tech companies. In this comprehensive review of Questrade vs Wealths

By Christopher Liew, CFA, CFP®
5 Best Real Estate Stocks In Canada for August 2026
investJune 17, 2024

5 Best Real Estate Stocks In Canada for August 2026

In Canada (like in most other countries), more people invest in real estate than in any other asset. That's because homeownership is a form of real estate inves

By Christopher Liew, CFA, CFP®
Questrade Review 2026: A Top-Notch Canadian Discount Broker
investJune 14, 2024

Questrade Review 2026: A Top-Notch Canadian Discount Broker

Deciding on which discount broker in Canada to choose can be a challenge with all of the available choices. I have been using Questrade for over ten years now.

By Christopher Liew, CFA, CFP®
investMarch 1, 2024

Understanding The Canadian Prime Rate: Navigating Through Economic Tides

In the dynamic realm of finance, the Canadian prime rate is a pivotal force shaping the cost of borrowing in Canada. As 2024 unfolds, the prime rate remains at

By Christopher Liew, CFA, CFP®
investOctober 16, 2023

Full List of Canadian CDRs for Investing in America (2026)

Canadian CDRs are relevant for investors who wish to invest in American stocks but don't want to lose money on currency conversion. It's a good alternative for

By Christopher Liew, CFA, CFP®
7 Best Stock Screeners in Canada to Track Your Picks in 2026
investSeptember 28, 2023

7 Best Stock Screeners in Canada to Track Your Picks in 2026

In the dynamic world of investing, having the right tools at your disposal can be the difference between striking gold and missing out on a potential payday. As

By Christopher Liew, CFA, CFP®
Interactive Brokers Canada Review (August 2026): Top Choice for Advanced Traders
investSeptember 20, 2023

Interactive Brokers Canada Review (August 2026): Top Choice for Advanced Traders

If you are starting to take trading more seriously or have a large portfolio, you must look at Interactive Brokers. I will take a look at this discount broker t

By Christopher Liew, CFA, CFP®
investSeptember 19, 2023

RBC InvestEase Review 2026: A Big Bank Robo-Advisor

Many investors want to enjoy the benefits of smart and automated investing with robo-advisors. There is an increasing number of robo-advisors in Canada. Most of

By Christopher Liew, CFA, CFP®

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