News and resources for Canada's top financial advisors
Est. 1998
Susan is an award-winning freelance writer and editor based in Thunder Bay, Ont. She has been writing about personal finance for more than 20 years.
Life
“Companies are going to have to and want to change with the times,” says financial advisor
By Susan Goldberg |June 1, 2022
1 min read
Advisor's Edge
An entrepreneur shares how he built his wealth
By Susan Goldberg |February 4, 2022
Planning and Advice
Some young clients fear missing out, while older ones may be sitting on unexpected gold mines
By Susan Goldberg |June 14, 2021
"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"
By Susan Goldberg |February 5, 2021
The pandemic has made clients think about care options for themselves and their parents
Too often, financial planning is viewed only as a math problem
By Susan Goldberg |October 30, 2020
Canadian Women's Chamber of Commerce founder talks money
This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]
By Susan Goldberg |June 12, 2020
A cave diver discusses death and taxes
By Susan Goldberg |March 27, 2020
How should advisors find clients today?
By Susan Goldberg |February 7, 2020
Learning how to talk about money
An author and entrepreneur looks at death in the digital age
By Susan Goldberg |November 29, 2019
Money and relationship stress
By Susan Goldberg |October 25, 2019
The recreational market didn’t stabilize the sector’s notoriously volatile stocks. Here’s what investors need to know about Cannabis 2.0.
A homeowner at 25
By Susan Goldberg |September 20, 2019
Why some younger couples are seeking different solutions when they split
By Susan Goldberg |March 25, 2019
A 'late financial bloomer' recovers from income tax woes
TV director discusses freelance work and incorporation
By Susan Goldberg |February 25, 2019
“I try to maintain a 200-household limit"
By Susan Goldberg |November 28, 2018
How to help a young entrepreneur
By Susan Goldberg |October 15, 2018
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
December 15, 2023|3 min read
September 15, 2023|3 min read
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