The topic of choosing a financial advisor comes up often in my meetings with medical students. Medical students are invited to attend “lunch and learn” sessions which are sponsored by companies in the financial services industry. In these sessions, the students are offered some financial advice and also introduced to a firm and/or advisor thatContinue reading “How to Choose a Financial Advisor”
Tag Archives: zerotohero
Let’s Talk About Debt, Baby
According to Statistics Canada, Canadian households owed an average of $1.71 for every dollar of disposable income in the third quarter of 2020. FP Canada reported from their Financial Stress Index 2021 that 39% of Canadians say that paying down debt would reduce financial stress. Credit Counselling Canada reported that the top three causes ofContinue reading “Let’s Talk About Debt, Baby”
Budgeting to Reduce Financial Stress
Last week, I attended the Chartered Professional Accountants (CPA) Mastering Money Virtual Conference 2021. It was a thought-provoking program, covering both personal finance and issues affecting small and medium sized businesses. As is the case with these conferences, I have a long list of follow-up reading to do, with some commentary to follow in theContinue reading “Budgeting to Reduce Financial Stress”
Happy Financial Literacy Month!
November is Financial Literacy Month. During Financial Literacy Month, the Financial Consumer Agency of Canada (FCAC) works with private, public, and non-profit organizations to engage with Canadians in order to help strengthen the financial literacy of individuals and families. What is Financial Literacy? According to FCAC (2019), financial literacy refers to a combination of financialContinue reading “Happy Financial Literacy Month!”
FIRE and Freedom 43
In 1984, London Life Insurance Company introduced the idea of Freedom 55, an attempt by the insurer to inform Canadians of what it took to retire at a relatively young age. I grew up with this concept, and the tagline stuck with me – so much so that I named my retirement plan Freedom 43.Continue reading “FIRE and Freedom 43”
Let’s Get Started
In my previous career, I was an Assistant Professor of Accounting at the University of Manitoba’s Asper School of Business. I used to start every lecture with “let’s get started” and I think that’s an excellent way to kick off my first blog post! Currently, I work as a Financial Counsellor for undergraduate medical studentsContinue reading “Let’s Get Started”
Life Lessons 