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Financial News

Support your financial savvy with straight-forward information, grounded in expertise.

Preparing Your Children for Adulthood through Financial Literacy

Have your financial blunders made you hesitant to speak with your children about money? Well, you aren’t alone.

Have your financial blunders made you hesitant to speak with your children about money? Well, you aren’t alone. While you may feel some reluctance around the topic, consider this: personal experience can teach your children about financial consequence and success. Some Canadian children (in Ontario, for instance) are learning financial literacy in school. Whether children

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There’s More to Retirement than Just Numbers

Have you considered the emotional aspects of retirement and how to plan wisely?

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the average retirement age. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the extra money.

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Top 5 Biases that Impact Investment Decisions

We all have biases, but the key to better investing is identifying and minimizing them so they don't impact your investments.

As financial advisors, we use facts and logic to guide our clients through investment decisions. Even the most perceptive investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions. While it’s impossible to completely eliminate mental biases, we help our clients identify and minimize common investment

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The Usual Suspects: Find Out The 5 Most Expensive Insurance Mistakes

Written by Adrian George, President PlayCheques Financial Solutions

When was the last time your insurance advisor sat you down to review your insurance portfolio? Not doing so could be costing you money you could be putting towards eliminating your debt or growing your retirement nest egg. Here are the top 5 issues we see when reviewing a new client’s existing insurance portfolio: 1)

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What should I expect from my Financial Planner?

Words by Adrian George, President at PlayCheques

The Facts Did you know that for 1 in 3 Canadians*, ‘not knowing what questions to ask’ is the reason they don’t seek out the proper advise that is crucial for personal, family and business financial health? How to Spot Sophisticated Planning Instead of being presented with a dizzying array of financial products you don’t

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Debt

Your New Best Friend?

For many incorporated professionals, there is often a desire to plan for the elimination of debt as quickly as possible. For some the desire is a belief in being debt free. Others may be wanting to free up cash flow as quickly as possible. Quite often it’s because they see no better option and the

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What a Financial Planner is ‘not’

Finding peace of mind in a hard to navigate industry.

When you hear the term financial planner, what images come to mind? For you, this may vary widely depending on your own experience, or the experience of friends and family and the media. A part of your confusion stems from how “Financial Planner” is an unregulated title outside of Quebec. Anyone, regardless of experience, accreditation

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