Advisorsavvy Blog

Savvy investors know that working with a Certified Financial Planner® is a wise decision.   

What sets the top financial planners apart?  

As Dave Lee, Senior Wealth Advisor, of Scotia Wealth Management puts it, making smart financial decisions goes far beyond “hoping for the best.”

It can be daunting to find insurance. There’s a lot to know — from figuring out what types of insurance exist, to how much coverage you need, and how much you’ll have to pay for that insurance.  That’s why it’s worth enlisting an insurance broker.

There are many different savings tools you can use to set aside money for a rainy day. The introduction of the TFSA — a new type of savings account — has broadened those options. They offer higher returns than a typical savings account, without it being hard to access or costly to withdraw from.

Many people who seek counsel on how to manage their finances turn to a financial planner. But, have you ever considered engaging an investment advisor? Do you know how or if you’d benefit from using an investment advisor, and how to find one?

Are you one of the all-too-rare, yet lucky people who have a solid pension waiting for you when you retire?

For those of us who aren’t so lucky, it’s wise to start investing in RRSPs as soon as you start making any kind of income.

But what exactly is an RRSP? How do you know how much to invest, and where? Do you understand what an RRSP is and what it’s used for?

There are many factors that can influence your finances — from your lifestyle and income to your short- and long-term goals — and a financial coach is well-versed in how to incorporate all of them into a cohesive plan that is tailored to you.

Do you need a financial planner? That’s a question many people find themselves asking as they reach particular milestones in their lives, along with how to find a financial planner that’s right for you.

The springtime is upon us, and as many of us look forward to weekends up north , but you have something special planned. You’ve worked hard, saving for the vacation of a lifetime… the adventure of a lifetime!

In the early days of reality TV there was a show called ‘Blind Date’ that would send a couple on a series of 3 increasingly outrageous date activities. Imagine starting with mini golf, followed by some casual body painting and topped off with a little scuba diving.