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In this episode of the Canadian Money Roadmap, Evan and Sam examine common examples of bad financial advice they've encountered online and with real clients — including chasing past returns, being pressured to commute a pension into a complex insurance product, and having locked-in investments (like labor-sponsored funds and GICs) placed in accounts where money is needed by a specific deadline.
📱 Book an intro call - Cedar Point Pathway retirement planning service
📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
💰Get your money organized - Full Financial Picture Spreadsheet
By Evan Neufeld, CFP®Send us Fan Mail
In this episode of the Canadian Money Roadmap, Evan and Sam examine common examples of bad financial advice they've encountered online and with real clients — including chasing past returns, being pressured to commute a pension into a complex insurance product, and having locked-in investments (like labor-sponsored funds and GICs) placed in accounts where money is needed by a specific deadline.
📱 Book an intro call - Cedar Point Pathway retirement planning service
📝Financial Foundations Scorecard - See how you score in the areas of cashflow & spending, saving & investing, debt & risk protection, and retirement readiness. Instant feedback and recommendations on how to improve your finances.
💰Get your money organized - Full Financial Picture Spreadsheet

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