Frequently Asked

• About My Services
• What exactly is a "Certified Financial Planner"?
• What's different about you?
• What is the relationship with FundEX Investments Inc., and why should I care?
• Investments
• How much money will I need to retire comfortably?
• What's better - stocks and bonds, or mutual funds?
• Book Value versus Market Value
• Should I contribute first to my RRSP or the new Tax Free Savings Account (TFSA)?
• Taxes
• Can you do my tax return?
• What is the significance of tax brackets?
• Insurance/Managing Risks
• My bank sold me "mortgage insurance". Is there a better solution?
• What's the most important asset I should protect?