We will go over the questions to ask and the steps to take when selecting a good financial advisor. We will review how to set up a financial plan (Investment Policy Statement, "Know your Client").
You have probably heard that raising a child from birth to adulthood can cost a few hundred thousand dollars. Given the rising cost of education, what are some places where you can cut back without depriving yourself or your children?
Which type of insurance is most appropriate for you? If you are already insured, do you have sufficient coverage? Are you saving enough for your retirement? What are some of the key considerations when planning your estate?
Do you wonder whether it makes more financial sense to buy or rent? Wondering what the true costs of home ownership are?
Under what circumstances do you have to pay HST and LTT when purchasing a home? Learn about various fees that realtors rarely mention, the difference between FRM, ARM, and VRM, as well as the various designations real estate agents have.