Archive for August 2024
Justwealth Review 2025
Why Justwealth? As I’ve updated my Justwealth review over the years, they have risen from a solid-but-not-elite option to the best robo advisor in Canada. How did they do it? By focusing on what matters. Frankly, while Justwealth has made great strides in the way their website looks, they still aren’t the most aesthetically-appealing option…
Read MoreOaken Financial Review
What is Oaken Financial? Oaken Financial is a digital bank owned by Home Trust Company, which is a subsidiary of Home Capital Group Inc. (one of Canada’s largest trust companies). Home Trust has been around since 1987 and founded Oaken Financial in 2013. While a digital bank, Oaken Financial has a few physical locations in…
Read MoreFinancial Freedom Update August 2024 – $81.5k in Dividend Income!
Welcome to the Million Dollar Journey August 2024 Financial Freedom Update – the first update of the year! If you would like to follow my whole financial journey, you can get my updates sent directly to your email, via Twitter and/or Facebook. For those of you new here, since achieving $1M in net worth in June 2014 (age 35), I shifted my focus to achieving…
Read MoreBest Recession Stocks in Canada for 2025
With Canadian dividend stocks facing significant pressure this year, many readers are asking me what are the safest stocks in Canada right now. Given the volatility affecting traditional favorites like bank stocks and telecoms, are they really the right play for investors that are focused on not losing capital? As recession and bear market concerns…
Read MoreThe Real MER on ETFs – Foreign Withholding Taxes on ETFs
Because I’ve written a lot about the Best Canadian ETFs and the top dividend ETFs, I tend to get a lot of questions and comments asking me about the MER and taxes on ETFs that hold equities from other countries. Obviously when you’re asking those types of in-depth questions you already understand the value of…
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