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Boomer & Echo: Home - Financial Freedom

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They say sunlight is the best disinfectant. Well, that light is about to shine a whole lot brighter on investment fees. Starting in early 2027, Canadian investors will see the total cost of owning their investments in a way they never have before. For years, the fees you pay to own mutual funds, ETFs, and…

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A client emailed me recently after a rough week in the markets. She's a new DIY investor, still getting used to watching her portfolio in real time for the first time after years of never even logging into her old managed accounts. “I've been checking the app almost daily – maybe not a good thing,”…

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During my recent interview with Dave Chilton on The Wealthy Barber podcast, we got into a question I hear often: when's the right time to start working with a financial planner on retirement? Our answer wasn't 65, it was roughly 10 years before you plan to retire. Of course, you can also be too far…

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My wife Lindsay and I run an advice-only financial planning practice from our home in Lethbridge, AB. We work with clients virtually across Canada, mostly by email and video call. Clients pay a flat fee of $3,600 + GST for a comprehensive financial plan, investment plan, and detailed retirement income plan — designed to maximize…

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