I visit other sites and do some of my own research, but Adam, you have been my number one source! Getting set up with a local advisor (wish it was you…) for a proper plan since retirement is just a few yrs away.
3 weeks ago | 4
Took the Canadian Securities Course years ago as my employer reimburses the cost. Very useful course. It should be embedded into high school curriculum.
3 weeks ago | 0
Whatever advice I get, I check against the CRA or Service Canada website, or with my bank, before acting on it. Somehow you manage to cover many different scenarios that others miss.
3 weeks ago | 0
Books! I still follow my Investing for Dummies that I bought almost 30 years ago.
3 weeks ago | 0
Currently, articles, BNN, CNBC, YouTube for more Canadian focused planning. Plus a smattering of various website, chat boards, etc. For planning software I use Optiml.
3 weeks ago | 0
Your channel, Wealth Simple (TDLR), K4 Financial and Blueprint Financial.
3 weeks ago | 0
From RBC direct investing, screeners, dataroma, seeking alpha and a handful of good youtube channels.
3 weeks ago | 0
Parallel Wealth
❓Where do you currently get most of your financial advice?
3 weeks ago | [YT] | 30