A Step-By-Step Guide to Improving Your Finances in 2017

by Jordann Brown, RateHub.ca Last updated on January 18, 2017

Now that the New Year has come and gone, it's time to start thinking about how you are going to improve yourself in 2017. Maybe you want to return to a regular gym habit or start eating healthier, but have you considered making a commitment to improving your finances first? 

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Why Should I Care About CRM2?

by Invisor Last updated on January 11, 2017

Last year, regulators announced the Client Relationship Model - Version 2 (CRM2), which included a key requirement that financial advisors explicitly disclose all investment fees charged to clients. The regulation, which went into force in July 2016, is required to be implemented by all financial advisors by January 2017. 

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Practical Money Lessons From The Greatest Generation

by Invisor Last updated on November 09, 2016

The phrase stuck when Tom Brokaw published his 1998 book about the generation that lived through the great depression, fought in World War II, and ushered in an era of productivity, opening the door to the affluence we enjoy today. 

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5 Reasons Online Investment Advice Is What You've Been Looking For

by Invisor Last updated on October 19, 2016
When you think about online investment advice, what comes to mind? The words ‘robo-advisor’ and ‘online advisor’ might sound impersonal to you. How can robots manage your investments?

Well, they can’t. So let’s clear the air: there are no robots involved in online advice. At Invisor, and at other online investment management companies, we are human financial professionals that leverage technology to make your experience better, faster, and cheaper. In Canada, the online advice industry is continuing to grow, with eleven companies offering online investment management services. You can learn more about them in Rob Carrick’s 2016 robo-advisor guide

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How Should I Invest My Savings?

by Pramod Udiaver Last updated on October 12, 2016
I recently met with a friend who told me she got a performance bonus at work, and was wondering how she should invest it. I got the feeling she was expecting me to tell her which stocks to buy, and I think she was initially disappointed that I didn’t suggest a red hot IPO of a Silicon Valley tech company.
 
My friend isn’t the only one who has asked us this question. In fact, it’s quite common. So here's what I told her. It may have been a longer answer than what she expected, but she bought me a coffee and we had some time to chat. By the end of our conversation, she had a better understanding of how to invest smart, instead of how to simply pick popular stocks.

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[Infographic] What you can and can't control when you invest

by Invisor Last updated on September 21, 2016

Starting out as an investor can feel overwhelming, espeically when there are so many opinions about the best way to invest. While it may be tempting to listen to your coworker's advice when he talks about 'timing the market,' we promise you this is not a good idea. And if the 'risks of investing' your friend warns you about make you nervous, we can assure you that you have nothing to worry about when you're in it for the long haul. 

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How To Invest at Any Age

by Invisor Last updated on August 24, 2016

No matter what age you are, it's always a good idea to start investing. You will always benefit from putting money away, whether it's intended for a purchase that's a couple years away, or for your retirement forty years down the road. While it may be ideal to start saving for retirement early, there is no reason you can't start later in life and still maintain a good nest egg. On a similar note, putting money aside on a new-grad salary will benefit you in the long-term, no matter how much you have to start investing. 

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[Infographic] Traditional Investing vs. Smart Investing. What kind of investor are you?

by Invisor Last updated on August 05, 2016

If we were to ask you what activity was more fun, planning a trip or planning your investment strategy, we'd bet you would answer with the former. And we don't blame you. Thinking about your next trip, booking hotels, planning an itinerary and packing your suitcase are all fun aspects of getting to your destination. 

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What Should I Look For In A Financial Advisor?

by Invisor Last updated on July 29, 2016

With the recent release of the CRM2 mandating investment advisors to disclose all investment fees to their clients, there are some questions you should absolutely be asking your advisor to make sure you're working with someone who has your best interest in mind. 

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Budget Friendly Activities For a Memorable Summer!

by Invisor Last updated on May 25, 2016

With the passing of the Victoria Day long weekend, summer is officially here. While your list of activities for the next few months may be growing, and the cost of amusement parks and family vacations can start adding up, there are a number of things you can do to stay on budget. Here are a few ideas for some fun and productive activities that can help you soak up every drop of this summer without breaking the bank. 

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