This blog is a continuation of our Precision Financial Mini Series on investment fees. As an investor, it is important that you understand what sales charges and investment fees you will pay once you and your financial advisor or financial planner agree upon an investment plan. In our previous blog, we spoke about a recurring annual fee called a …
Investment Fees Mini Series | Part 1
This blog is part of our Precision Financial Mini Series on Investment Fees Understanding investment fees is no small feat. Fee questions are often met with confusing explanations that leave even a savvy investor feeling frustrated. At Precision Financial, we want you to understand what you are paying for and why, so we’ve created a blog mini-series on investment fees. …
Many women are investment decision makers in their household
In a poll conducted in March by the CIBC, it found that Ninety-Two per cent of Canadian women with investment portfolios are primarily or equally in charge of household financial decisions. Interestingly enough, only half said they feel confident or have the knowledge to actually invest. The Decision Maker In this same poll, Forty-six per cent of women said they …
Why “Buying Experiences, Not Things” Gets You Nowhere
Most of us have likely seen the saying “Spend money on experiences, not things” show up in our social media feeds. The saying is often accompanied by a gratuitous photo of a scenic landscape, or a photo of an individual facing away from the camera while they ‘gaze’ (squint?) into the distance. This saying is propagated as a holistic living …
Welcome to Our New Site!
Welcome to our new website! Read about some of the changes we’ve made to service you better.