- My Own Advisor

The Crossover Point for investors

Posted on June 28, 2016 by Mark | 33 Comments

The Crossover Point for investors Can you retire when you have $500,000 invested? How about $750,000? What about $1 million? Need more? I’ve got these calculations on this page here actually. I recently read an article on Retire by 40…

With expanded Canada Pension Plan your future self thanks you

Posted on June 26, 2016 by Mark | 31 Comments

Canada has been facing a pension crisis for many years. Millions of Canadians do not have a workplace pension plan. According to this article, Canadians without an employee pension plan represent about 47% of those aged 55-64. This means this…

Weekend Reading – Learning from others, CPP expansion, RDSP and more

Posted on June 23, 2016 by Mark | 11 Comments

Welcome to my latest Weekend Reading edition where I share some of my favourite articles from the week that was. With a consultant around the office this week along with my usual to-dos, I was busy and only managed to…

Before you start investing do these three things

Posted on June 19, 2016 by Mark | 27 Comments

Before you start investing do these three things In the My Own Advisor inbox I continue to get emails from readers about starting their investing journey. I’m going to revisit a few things I strongly believe in that should help you out…

Weekend Reading – Lower BMO fees, investor profiles, debt tolerance and more

Posted on June 16, 2016 by Mark | 10 Comments

Welcome to another edition of Weekend Reading for your inbox, the best in personal finance and investing from the blogosphere. In case you missed it, earlier this week I shared the indexed portfolio of blogger and author Kyle Prevost. More…

May 2016 Dividend Income Update

Posted on June 15, 2016 by Mark | 13 Comments

Welcome to my latest dividend income update. For those of you new to these posts on my site, every month I discuss my approach to investing using dividend paying stocks and how reinvesting the dividends paid from the Canadian companies…

What’s in your portfolio update – Blogger and author Kyle Prevost – Take 2

Posted on June 12, 2016 by Mark | 11 Comments

A few years ago on this site I reached out to various bloggers and financial experts to ask what’s in their portfolio. I pursued this because I was curious about their financial goals, investments strategies, and how their approach might…

Weekend Reading – Buffett’s top stocks, debt buyers, REITs, #sinkhole and more

Posted on June 10, 2016 by Mark | 17 Comments

Welcome to your latest Weekend Reading edition, some of the best personal finance and investing articles from the blogosphere. Earlier this week, I caught with an index investor on his way to financial freedom – you can check out his…

Why a personal finance day a month is a dumb idea

Posted on June 8, 2016 by Mark | 19 Comments

The premise is good, the reality won’t help you at all. Although dedicating a personal finance day once a month sounds like a good idea, the truth is, you probably need to watch your spending (and saving) patterns much more…

Hassle-free investing is here with ModernAdvisor

Posted on June 7, 2016 by Mark | 10 Comments

Hassle-free investing is here with ModernAdvisor Over the years, I’ve learned to appreciate the beauty of simplicity. This principle can apply to every facet of your life, including personal finance and investing. Keeping it simple when it comes to investing…