Genymoney.ca: Make the Most of your Money
My non-registered investment portfolio with Questrade is called a margin account. I don’t actually use the margin in that margin account, though. Kind of funny, this is kind of like opposite thinking- the margin account is called a margin account but you shouldn’t use the …
Read moreQuestrade Margin Account: Risks and Alternatives to Consider
When I first heard of Wealthica, I was quite intrigued. I signed up in 2017 for free, so here is my in-depth Wealthica review. In this Ultimate Wealthica review post, I’ll go over: What Wealthica is (and why it’s one of the best Mint alternatives …
Read moreThe Ultimate Wealthica Review: Personal Capital of Canada
I have been investing for over 15 years. I have some experience investing as a millennial (albeit an older millennial). I have learned some good investing lessons throughout the years (especially in my 20’s), and I have yet to learn many more. Investing and meditation …
Retirement, this is what most are striving for in the personal finance community. More specifically, early retirement at that with the help of something called the Safe Withdrawal Rate. I was inspired by a post from Liquid Independence’s blog about Revisiting the 4% Safe Withdrawal …
Read moreSafe Withdrawal Rate (SWR) vs Never Touch Your Principal (NTYP)
One of the important tenets of DIY investing is to make sure your asset allocation is on track and ‘on point’. According to Investopedia, asset allocation is an investment strategy that balances risk and reward by looking at your time frame, your risk tolerance, and …
The TD e-series Funds are one of the easiest ways to get into the market. It is one of the first ways I got into the market and it is so easy that I taught my sister how to set it up. So if we …
Read moreHow to Open, Invest, and Rebalance a TD e-series Portfolio
When You Realize Your baby Boomer Parents are Not as Investing Savvy as Previously Thought My baby boomer parents are not as investing savvy as I previously thought. I put them on a pedestal when I grew up (as all children seem to do). …
Read moreWhen You Realize Your Boomer Parents are Not as Investing Savvy as Previously Thought