Financial Insights & Advice

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

Showing 12 of 2162 articles

UncategorizedApril 17, 2024

Who is The Richest Person in Yukon?

Yukon, a territory known for its breathtaking landscapes and storied past, is not often the focus of conversations about wealth and power. But within this spars

By Christopher Liew, CFA, CFP®
moneyApril 4, 2024

Monthly 50/30/20 Budget Calculator

The 50/30/20 rule helps you manage your money by dividing it into three parts: 50% for things you need, 30% for things you want, and 20% for savings and paying

By Christopher Liew, CFA, CFP®
UncategorizedMarch 28, 2024

Embark 2024 Review: A Comprehensive Analysis

Introduction Embark is dedicated to unlocking the full potential of students by streamlining the education savings process. With a singular focus on education p

By Christopher Liew, CFA, CFP®
UncategorizedMarch 28, 2024

Review of Laurentian Bank 2024: Navigating Changes and Innovations

In 2024, the Canadian banking industry is undergoing significant transformations, and Laurentian Bank is at the forefront, embracing new financial trends and ev

By Christopher Liew, CFA, CFP®
UncategorizedMarch 28, 2024

Spring Financial 2024 Comprehensive Review

As we navigate through the evolving financial landscape of 2024, Spring Financial stands out as a pivotal entity offering groundbreaking opportunities for Canad

By Christopher Liew, CFA, CFP®
UncategorizedMarch 21, 2024

Review of Fairstone 2024

Exploring the realm of online lending in Canada reveals Fairstone as a prominent alternative lender, offering a range of financial products tailored to meet var

By Christopher Liew, CFA, CFP®
make-moneyMarch 14, 2024

The 7 Richest People in Nova Scotia in 2026

In the picturesque province of Nova Scotia, a small group of individuals has risen to prominence, not only through their exceptional business acumen but also th

By Christopher Liew, CFA, CFP®
trip-planning-and-vacationsMarch 11, 2024

Ultimate Guide To CIBC Costco MasterCard For Beginners

In the world of retail collaboration and financial services, the partnership between the esteemed Canadian Imperial Bank of Commerce (CIBC) and the warehouse sh

By Christopher Liew, CFA, CFP®
trip-planning-and-vacationsMarch 11, 2024

Ultimate Guide To CIBC Costco MasterCard For Beginners

In the world of retail collaboration and financial services, the partnership between the esteemed Canadian Imperial Bank of Commerce (CIBC) and the warehouse sh

By Christopher Liew, CFA, CFP®
trip-planning-and-vacationsMarch 11, 2024

Mastering Money: The WealthAwesome Personal Finance Glossary

Welcome to "Mastering Money: The WealthAwesome Personal Finance Glossary for Canadians," your essential guide to understanding the financial terms and concepts

By Christopher Liew, CFA, CFP®
personal-financeMarch 6, 2024

How Equifax Canada Affects Your Financial Health

In the intricate web of modern finances, understanding the role that credit agencies like Equifax Canada play is essential. Equifax is not simply a repository o

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®

Advertisement