Financial Insights & Advice

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OAS Payment Dates for June 2026
cpp-oasSeptember 27, 2023

OAS Payment Dates for June 2026

Knowing when to expect OAS payments can be crucial in your financial planning during retirement. Available for Canadians 65 years old or older, you can receive

By Christopher Liew, CFA, CFP®
moneySeptember 27, 2023

10 Ways To Get A Free Phone Number Canada With Virtual Apps (2026)

Looking for a free phone number and are tired of getting spammed all the time? Spam calls account for 18.3% of every call received by Canadians, according to CT

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

Interactive Brokers Canada Review (June 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®
TD Direct Investing Review 2026: A Big Bank Trading Platform
investSeptember 19, 2023

TD Direct Investing Review 2026: A Big Bank Trading Platform

If you're looking for way to invest but you want a big brand name backing it, then TD Direct Investing might be the right trading platform for you. It will be a

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

5 Quick Steps to Start Investing in Canada (2026)

Taking the first step into the world of investing can be intimidating, especially for beginners in Canada. The good news is that you don't need to be an expert

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®
8 Best Free Tax Software in Canada that are CRA-Approved (2026)
personal-financeSeptember 18, 2023

8 Best Free Tax Software in Canada that are CRA-Approved (2026)

Are you looking for an easy and free way to prepare your taxes in Canada? When tax season comes around, free income tax return software can make your life much

By Christopher Liew, CFA, CFP®
17 Best Places To Retire In Ontario With a High Quality of Life 2026
retireSeptember 18, 2023

17 Best Places To Retire In Ontario With a High Quality of Life 2026

Canada offers plenty of the best places to retire in the world. Ontario is a particular favourite among Canadian retirees because of the wealth of options avail

By Christopher Liew, CFA, CFP®
11 Best Price Tracker Websites In Canada For Great Deals (2026)
moneySeptember 18, 2023

11 Best Price Tracker Websites In Canada For Great Deals (2026)

Have you noticed your monthly expenses increasing? If you're like many Canadians, you've likely felt the effects of inflation combined with the increasing costs

By Christopher Liew, CFA, CFP®
TFSA Limit Calculator (2026): Don't Overcontribute
personal-financeSeptember 18, 2023

TFSA Limit Calculator (2026): Don't Overcontribute

\ Not sure how much you can contribute to your Tax-Free Savings Account (TFSA) in \? As long as you know the year that you turned 18 and officially became eligi

By Christopher Liew, CFA, CFP®
How Much Do I Need To Retire in Canada in 2026?
retireSeptember 18, 2023

How Much Do I Need To Retire in Canada in 2026?

Worried about not having enough money to retire in Canada? You’re not alone. Over half (54%) of older Canadians have decided to delay retirement, mainly due to

By Christopher Liew, CFA, CFP®
personal-financeSeptember 18, 2023

How To Become A Tax Preparer In Canada: 6 Steps to a New Career (2026)

Are you interested in learning how to become a registered tax preparer in Canada? As a tax preparer, you'll help consumers and small businesses file their incom

By Christopher Liew, CFA, CFP®

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