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?
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.
Why you should pay attention to costs when investing
Thursday September 29, 2016 | Huffington Post
Employee Savings Plans: why say no to free money from your employer?
Saturday September 3, 2016| Financial Independence Hub
The 5 lamest reasons for not getting life insurance
Wednesday August 24, 2016 | RateHub
Mortgage insurance is not the best way to protect your investment.
Tuesday, July 5, 2016 | Huffington Post
How to manage your household finances in uncertain times.
Monday, January 11, 2016 | Huffington Post
How to invest wisely using your travel experiences.
Thursday, November 12, 2015 | Huffington Post
Financial tips to help couples live happily ever after.
Wednesday, July 23, 2015 | Huffington Post
Invisor in the News
Invisor adds financial planning elements to robo-advisor
Thursday, January 5, 2017 | By Christian Charest | Morningstar
Robo-investing firms serve millennials – and their parents
Wednesday, December 28, 2016 | By Guy Dixon | The Globe and Mail
Robo advisers will expand beyond investing to insurance & lending
Tuesday, November 29, 2016 | Financial Independence Hub
Robo-advisor introduces client tool to encourage financial planning
Tuesday, November 22, 2016 | By Fiona Collie | Investment Executive
Invisor CEO Pramod Udiaver wants to bring financial planning advice to all
Tuesday November 1, 2016 | By Priya Ramanujam | Canadian Immigrant
Invisor fights for market share in growing robo-field
Monday, October 17, 2016 | By Josh O’Kane | The Globe and Mail
What’s it like to go it alone in the online advice space?
Thursday, October 13, 2016 | By Joe Rosengarten | Wealth Professional
Financial Facelift: Is real estate the best bet for this millennial?
Friday, June 24, 2016 | By Dianne Maley | The Globe and Mail
The investment industry’s growing unrest over hidden fees
Saturday, June 18, 2016 | By Clare O’Hara | The Globe and Mail
World of pain: Why investors need to know how macro-economic events affect the Canadian market
Tuesday, February 2, 2016 | By Andy Holloway | Financial Post
Liberal majority met with lukewarm reaction from big business
Tuesday, October 20, 2015 | By CBC News | CBC News
Liberal win: What it means for parents and homebuyers
Tuesday, October 20, 2015 | By Romana King | MoneySense
The Street (BNN)
Thursday, May 21, 2015 | Copyright © 2015 Bell Media
The Exchange with Amanda Lang
Tuesday, May 19, 2015 | Copyright © 2015 CBC/Radio-Canada
Invisor launches smart goal planning solution, InvisorGPS™
Tuesday, November 22, 2016 | CNW
Canada’s first ‘goal-based’ online investment advisor launches: Invisor
Tuesday, May 19, 2015 | CNW
Get Started With Invisor. We Make Investing Easy.
We simplify investing through goal-based investment management. This means we manage your investments so you don’t have to, at a fraction of traditional industry costs. And we can get you started in minutes. It’s as easy as that. Watch our new video to learn more!
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