A recent Abacus Data study (July 18, 2025) surveyed 2,500 Canadian adults, including 1,000 mutual and segregated fund investors, to uncover what truly drives investor satisfaction, confidence, and future decisions. A highlight of the survey outcomes includes: 1....
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The rise and fall of a cryptocurrency exchange: FTX
The world of cryptocurrency surged into the mainstream conversation and internet activity during the pandemic, with so many folks sitting at home with time on their hands and wanting to explore alternative ways to make money. We saw surges in self-directed stock...
Booming in Retirement
The Baby Boomer generation is that post-World War II baby boom that came, and are now aged 58 to 76. This means they're spanning pre-retirement and retirement, and that tends to be their financial focus. This generation has amassed wealth in real estate, investments,...
Thrive as a Millennial
My Milestone Money series continues with those aged 26 to 41, or the generation labeled "Millennials". This generation gets a bit of a bad rap because they've come of age surrounded by new and swiftly advancing technology, and in the age of convenience and service....
New Year… New Goals
Whether or not you’re a New Years Resolutions person, it’s helpful to set some goals for any period of time. They don’t have to be in January… heck, set some in May and switch it up! The point is, that you set some goals, create a plan and take the necessary action to...
The Evolution of the Canadian Relief Benefits during COVID
As the Canadian Emergency Response Benefit (CERB) came to an end last month, along with other government-supported relief benefits, there's been an alternative to that released now to continue helping Canadians financially affected by COVID. While CERB was a...





