Product Reviews

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CI Direct Investing Review 2024 (Formerly WealthBar)

By Kyle Prevost November 29, 2024

What is CI Direct Investing and Is It a Robo Advisor?  CI Direct Investing is a combination of an automated investing platform and a personal…

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Wealthsimple Review 2024

By FT November 27, 2024

What is Wealthsimple? Wealthsimple was founded back in 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler. I gotta say that I really liked the…

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Questrade Review 2024

By FT November 27, 2024

Is Questrade Safe & Secure? One of the most common questions that I have gotten in the comments below is: Is investing my money through…

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Qtrade Review 2024 – Canada’s Best Broker

By Kyle Prevost November 27, 2024

What Is Qtrade Direct Investing? Is it Legit? Qtrade Direct Investing is part of Aviso Wealth, a national financial services company owned by the Credit…

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studiotax review

StudioTax Review 2024

By Clark April 25, 2024

What is StudioTax? StudioTax is certified tax preparation software for Canadian personal income tax returns. It is provided by BHOK IT Consulting and is now…

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Most Recent

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EQ Bank Review 2024

By Kyle Prevost December 18, 2024

EQ Bank Account Options and Interest Rates Account Type Interest Rate Best For Daily High Interest Account 1.75%* (Plus 1.75% if you direct deposit your…

Cidirect Logo

CI Direct Investing Review 2024 (Formerly WealthBar)

By Kyle Prevost November 29, 2024

What is CI Direct Investing and Is It a Robo Advisor?  CI Direct Investing is a combination of an automated investing platform and a personal…

Wealthsimple Logo

Wealthsimple Review 2024

By FT November 27, 2024

What is Wealthsimple? Wealthsimple was founded back in 2014 by Michael Katchen, Brett Huneycutt and Rudy Adler. I gotta say that I really liked the…

Questrade Logo

Questrade Review 2024

By FT November 27, 2024

Is Questrade Safe & Secure? One of the most common questions that I have gotten in the comments below is: Is investing my money through…

qtrade new logo

Qtrade Review 2024 – Canada’s Best Broker

By Kyle Prevost November 27, 2024

What Is Qtrade Direct Investing? Is it Legit? Qtrade Direct Investing is part of Aviso Wealth, a national financial services company owned by the Credit…

qtrade guided portfolios logo

Qtrade Guided Portfolios Review

By FT November 13, 2024

What is Qtrade Guided Portfolios? (Formerly VirtualWealth) Qtrade Guided Portfolios is the new robo advisor put out by our #1 rated online brokerage company Qtrade.…

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Nest Wealth Review 2024

By Meg October 22, 2024

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…

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ModernAdvisor Review 2024

By Meg October 15, 2024

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,…

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RBC InvestEase Review 2024

By Jordan October 10, 2024

What is RBC InvestEase? Some people prefer to stick with the familiar and trusted, especially when it comes to choosing a robo advisor – and…

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BMO SmartFolio Review 2024

By FT September 23, 2024

I’m a huge fan of robo advisors, and BMO’s robo advisor: SmartFolio is no exception to that. If you’re not familiar with robo advisors the…

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Justwealth Review 2024

By Kyle Prevost August 19, 2024

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.…

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Oaken Financial Review

By FT August 17, 2024

What is Oaken Financial? What is Oaken Financial?  Oaken Financial is a digital bank owned by Home Trust Company, which is a subsidiary of Home…

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HSBC Expat Bank Account for Canadians Abroad and Internationals in Canada

By FT July 22, 2024

What is HSBC Expat? HSBC Expat banking is a British-headquartered bank that tailors its services to folks who aren’t living in Canada and seek to…

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Stocktrades ETF Insights Review

By FT June 22, 2024

What Is Stocktrades ETF Insights? ETF Insights is a platform that wants to help you cut through the noise, and select the best ETF for…

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Motive Financial Review 2024

By Jordan June 15, 2024

What Is Motive Financial? Motive Financial, which is under the Canadian Western Bank, is one of Canada’s best known online banks. They offer chequing, savings,…

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Scotiabank Review: Chequing, Banking & Credit Card Package

By Kyle Prevost June 14, 2024

What is Scotiabank? Scotiabank, officially known as the Bank of Nova Scotia, is one of Canada’s Big Five banks. Established in Halifax in 1832, it…

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Scotia iTRADE Review 2024

By FT June 14, 2024

What is Scotia iTRADE? In 2008, Scotia iTRADE was launched when Scotiabank acquired E*Trade Canada and promptly rebranded it. This purchase was a smart move…

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 EQ Notice: NEW Account from EQ Bank

By FT May 30, 2024

What is the EQ Notice Account? There are three things you need to know about the NEW EQ Notice Account: 1) It’s a brand new…

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