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The Canada Pension Plan—When Is the Right Time for You?

When it comes to the Canada Pension Plan (CPP), it really is a matter of deciding when to take it. While there is no rule of thumb, there is a specific answer for each person. In today’s blog post, I...

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The Financial Advisor Evaluation (FAE): 10 Questions—Yes or No?

Based on a past HSBC survey, nearly two-thirds of Canadians don’t have a financial plan. It didn’t make sense to me because another report showed that the majority of advisors in Canada do offer...

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