All posts for Personal Finance

Top 5 Life Insurance Questions & Answers

A well-constructed investment portfolio is a key element of your financial plan. However, without the proper protection, your plan could be derailed by unfortunate and unforeseen life events. We’ve received many questions about risk management products such as life insurance, which can play a critical role in protecting you and your family against the unknown. Let’s take a look at […]

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Loss Aversion: Bad Behaviour

Question. My investments are currently at one of the banks. I have been reviewing my portfolio and how it has performed over the last few years, and I am unhappy with the performance. I have done my homework and my due diligence, and I have decided that I am ready to transfer my investments over to ModernAdvisor and become a […]

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New CPP – Is it Better?

Question. I’ve heard that the CPP is changing. Is it? To be honest, I don’t really understand the CPP, or the change. But I hear some people saying it’s good, and others saying it’s bad. Can you tell me more about the changes and how they might affect me? Answer. Yes, as of January 2019, the Canada Pension Plan (CPP) […]

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