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Financial Insights & Advice

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

Showing 12 of 92 articles for "banking"

RBC vs CIBC: Which Should you Bank With? (2026)
bankingJuly 8, 2024

RBC vs CIBC: Which Should you Bank With? (2026)

Both RBC and CIBC are major players in the Canadian banking industry. I know that choosing between them can be difficult as their products and services are very

By Christopher Liew, CFA, CFP®
Oaken Financial Review (2026): An Underrated Online Bank in Canada
bankingJuly 8, 2024

Oaken Financial Review (2026): An Underrated Online Bank in Canada

Are you tired of the low-interest payouts of traditional banks on savings accounts? I’m in the same boat. Our traditional banking system has been dominated by t

By Christopher Liew, CFA, CFP®
8 Best Bank Accounts for Kids in Canada 2026: 12 and below
bankingJuly 8, 2024

8 Best Bank Accounts for Kids in Canada 2026: 12 and below

Simple financial literacy lessons at a young age can be crucial in helping your child make sound financial decisions in their teenage and adult years. Opening a

By Christopher Liew, CFA, CFP®
15 Best Banks for Students in Canada in September 2026
bankingJuly 8, 2024

15 Best Banks for Students in Canada in September 2026

A student's banking needs are quite different from other adults who joined the workforce or are running their own businesses. Even if they work part-time jobs o

By Christopher Liew, CFA, CFP®
How to Transfer Money Between Banks in Canada: 6 Different Ways (2026)
bankingJuly 8, 2024

How to Transfer Money Between Banks in Canada: 6 Different Ways (2026)

Sometimes transferring money between banks in Canada can feel more complicated than it should be. Many other countries have more straightforward methods and thi

By Christopher Liew, CFA, CFP®
How To Switch Banks In Canada: 4 Straightforward Steps (2026)
bankingJuly 8, 2024

How To Switch Banks In Canada: 4 Straightforward Steps (2026)

According to CBC, over 90% of Canadians believe that banking is more convenient today, largely thanks to new banking tech and online banking. That being said, n

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®
8 Best Banks in Canada For New Immigrants 2026: Resettle with Ease
bankingJuly 8, 2024

8 Best Banks in Canada For New Immigrants 2026: Resettle with Ease

Relocating to a new country is no easy feat. So, first off, I want to start by congratulating you and wishing you the absolute best in your new journey. Second,

By Christopher Liew, CFA, CFP®
5 Best Banks to Work for in Canada 2026: Which Should You Choose?
bankingJuly 8, 2024

5 Best Banks to Work for in Canada 2026: Which Should You Choose?

Did you know that banks in Canada employ more than 280,000 people? Whether it’s a small local credit union or one of the Big Five, the banking industry and its

By Christopher Liew, CFA, CFP®
EQ Bank Vs Neo Money 2026: Which Is Better?
bankingJuly 8, 2024

EQ Bank Vs Neo Money 2026: Which Is Better?

Both EQ Bank and Neo Financial are massive players in Canada's digital banking world. So, if you’re a part of the 89% of Canadians who reported using online ban

By Christopher Liew, CFA, CFP®
10 Best Business Credit Cards In Canada (September 2026)
creditJuly 8, 2024

10 Best Business Credit Cards In Canada (September 2026)

If you’re looking for the best business credit cards in Canada, you may be overwhelmed by all of the different options. Yes, there are hundreds of good options

By Christopher Liew, CFA, CFP®
7 Best Canadian Bank ETFs to Buy in September 2026
etfJuly 8, 2024

7 Best Canadian Bank ETFs to Buy in September 2026

If you're looking to gain broad exposure to the banking sector without having to pick individual stocks, exchange-traded funds (ETFs) focused on Canadian banks

By Christopher Liew, CFA, CFP®

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