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  • This and That: Troubles at Scotia iTrade and more…

    Rob Carrick wrote about the troubles that clients are having at Scotia iTrade including inability to access their accounts and errors in their investment holdings and cash balances. The trouble started when Scotia Bank started migrating old E*Trade accounts to the bank’s own system. If you have accounts with iTrade be sure to watch out [...]

  • This and That: Mark Carney’s wise counsel and more…

    In recent remarks, Bank of Canada Governor Mark Carney reminded Canadians of their responsibility to ensure that when current low interest rates are unwound, they can still service their debts.
    Globe & Mail columnist Rob Carrick asks the mutual fund industry to take the high road and give Canadians a break on fees, instead of simply [...]

  • Book Review: You Can’t Eat Your Furniture

    Have you ever wondered how a professional financial planner goes about developing a financial plan? Or, if you already work with a planner, do you wonder if she is doing a competent job? If you do, you might want to check out, You Can’t Eat Your Furniture by Robert Chown, a financial planner and investment [...]


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