Financial Insights & Advice

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Showing 12 of 3310 articles for "banking"

How Much Do Doctors Make In Canada? (2026)
make-moneyJuly 8, 2024

How Much Do Doctors Make In Canada? (2026)

Are you thinking of pursuing a career as a doctor? Becoming a doctor typically requires eight to ten years of post-secondary education. Is the pay worth the wai

By Christopher Liew, CFA, CFP®
How To Become A CPA In Canada: 4 Steps in 2026
make-moneyJuly 8, 2024

How To Become A CPA In Canada: 4 Steps in 2026

Are you interested in obtaining your CPA designation and becoming one of Canada's 210,000.) (and growing) CPAs? If so, then you're in the right place. Below, I'

By Christopher Liew, CFA, CFP®
etfJuly 8, 2024

How to Buy ETFs in Canada: 6 Quick Steps in 2026

So you've read about exchange-traded funds (ETFs) and have decided that you want to buy them. What are your options? If you are worried that learning how to buy

By Christopher Liew, CFA, CFP®
How To Close A Bank Account In Canada (2026): 7 easy steps
bankingJuly 8, 2024

How To Close A Bank Account In Canada (2026): 7 easy steps

With around 90% of Canadians enrolled in online banking through their financial institutions, banking has become easier than it’s ever been in the past. However

By Christopher Liew, CFA, CFP®
How to Close a BMO Bank Account (2026): 2 Easy Ways
bankingJuly 8, 2024

How to Close a BMO Bank Account (2026): 2 Easy Ways

Switching banks doesn’t have to be a hassle. It’s probably more common than you think. Over the last five years, four million Canadians left one bank for a comp

By Christopher Liew, CFA, CFP®
How to Buy US ETFs in Canada: 3 Practical Approaches
etfJuly 8, 2024

How to Buy US ETFs in Canada: 3 Practical Approaches

Investing in US ETFs can seem intimidating at first, especially because you will need to deal with US dollars. There was over $5 trillion invested in US ETFs in

By Christopher Liew, CFA, CFP®
How to Close a Tangerine Bank Account: 4 Easy Steps
bankingJuly 8, 2024

How to Close a Tangerine Bank Account: 4 Easy Steps

Chances are you set up a Tangerine account for the low fees and high introductory interest rates. But for one reason or another, it’s not working out. It might

By Christopher Liew, CFA, CFP®
How to Close a BMO Bank Account (2026): 2 Easy Ways
bankingJuly 8, 2024

How to Close a BMO Bank Account (2026): 2 Easy Ways

Switching banks doesn’t have to be a hassle. It’s probably more common than you think. Over the last five years, four million Canadians left one bank for a comp

By Christopher Liew, CFA, CFP®
How To Close A Scotiabank Account (2026): 5 Steps to Follow
bankingJuly 8, 2024

How To Close A Scotiabank Account (2026): 5 Steps to Follow

Are you wondering how to close an old Scotiabank account? If so, then you’re in the right place. While closing a bank account is a relatively simple process, th

By Christopher Liew, CFA, CFP®
etfJuly 8, 2024

iShares XUS ETF Review 2026: Invest in the S&P 500

Looking to invest in the U.S. market? It's not surprising, considering that American stocks have historically outperformed Canadian ones in the long run. S&P 50

By Christopher Liew, CFA, CFP®
How To Close Your CIBC Account: 4 Simple Steps in 2026
bankingJuly 8, 2024

How To Close Your CIBC Account: 4 Simple Steps in 2026

If your bank isn’t meeting your needs, it might be time to find a new one. While this task might seem overwhelming, getting a few things in order beforehand wil

By Christopher Liew, CFA, CFP®
How To Endorse A Cheque In Canada: 3 Quick Steps (2026)
bankingJuly 8, 2024

How To Endorse A Cheque In Canada: 3 Quick Steps (2026)

Cheques are only used for around 3% of purchases in Canada. However, they’re often used for payroll, bill payments, and financial account verification. Regardle

By Christopher Liew, CFA, CFP®

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