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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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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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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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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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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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Wealthsimple Review 2025
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…
EQ Bank Review 2025
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…
Wealthsimple Trade Review 2025
What is Wealthsimple Self-Directed Investing (Formerly Wealthsimple Trade)? Wealthsimple self-directed investing is an online brokerage that lets you buy individual stocks and other assets. It’s…
Laurentian Bank Review
What is Laurentian Bank? Laurentian Bank is an institution that has been around for over 175 years. Originally called the Montreal City and District Savings…
Questrade Review 2025
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 Review 2025 – Canada’s Best Broker
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…
Alterna Bank Review
What is Alterna Bank? Alterna Bank is a wholly-owned subsidiary of the credit union Alterna Savings, based in Ontario. Alterna Bank has brick-and-mortar locations within…
CI Direct Investing Review 2025 (Formerly WealthBar)
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…
Qtrade Guided Portfolios Review
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.…
Nest 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…
ModernAdvisor 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,…
RBC 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…
BMO SmartFolio Review 2025
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…
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.…
Oaken 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…
HSBC Expat Bank Account for Canadians Abroad and Internationals in Canada
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…
Stocktrades ETF Insights Review
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…
Motive Financial Review 2025
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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