Advisorsavvy Blog

Interview: Financial Planner – Dave Lee

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.”

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How To Find And Choose An Insurance Broker

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.

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TFSA Canada: A Complete Investment Strategy Guide

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.

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How To Find And Choose An Investment Advisor

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?

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The RRSP In Canada: A Complete Strategy Guide

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?

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How To Find And Choose A Financial Coach

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.

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Good advice starts with a good advisor

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.

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