Archive for October 2024
Best Personal Finance Courses in Canada
I need to be clear right off the bat that I’m a bit bias when it comes to recommending the best financial literacy courses in Canada. Kyle Prevost has been a big part of Million Dollar Journey for many years now, so when he released the first ever DIY retirement planning course for Canadians, I…
Read MoreNest Wealth Review 2025
What is Nest Wealth? In late January 2024, the digital finance company Nest Wealth was acquired by Objectway of Italy. Not much seems to have changed with this new acquisition. Nest Wealth was founded in 2014 with the goal of providing “digital wealth solutions for everyone.” In the case of Nest Wealth, “everyone” includes not…
Read MoreCanadian Financial Summit 2024
It’s that time of the year… the leaves are falling, pumpkin spice lattes are brewing, and for MDJ’s Kyle Prevost – it’s back to the Canadian Financial Summit. Kyle asked me to write something this week as he’s pretty busy putting the final touches on the Summit’s interviews, emails, etc. Click here for free registration…
Read MoreModernAdvisor Review 2025
What is ModernAdvisor? ModernAdvisor was founded in 2013 by Navid Boostani (the CEO and a Certified Financial Analyst) and Adrian Brouwers. ModernAdvisor focuses on robo-advising, with 2 model portfolios for passive ETF investing, but they have also introduced a hybrid portfolio with passive and active management, as well as an actively managed portfolio. In addition,…
Read More13 Top Tax Breaks for Seniors in Canada
There are a ton of tax breaks for seniors in Canada compared to other age groups. It’s almost like our tax code tells us the story of who votes most consistently in our elections! The tax credits and tax breaks for retirees who are no longer earning their full-time income are an excellent way to…
Read MoreRBC InvestEase Review 2025
What is RBC InvestEase? Some people prefer to stick with the familiar and trusted, especially when it comes to choosing a robo advisor – and if this sounds like you, RBC InvestEase could be a good fit. Offered by one of Canada’s most well-known banks, RBC InvestEase offers clients the ability to dip their toes…
Read MoreThe Best Investments for Canadian Retirees: Stocks vs ETFs vs Robo Advisors
When discussing the best investments for Canadian retirees it’s important to understand upfront that it’s a nuanced topic. There is no one-size-fits-all silver bullet answer that will fit everyone. I personally recommend checking out this retirement course that I gave feedback to the author on (Kyle writes here at MDJ as well). I also recommend…
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