Category archives: Financial Planning Tutorials

What You Need To Know About Transferring Money From Your Financial Advisor

Last update on Aug. 25, 2014.

Transfer Money


Jin's Note: In this previous article, Luke explained how much financial advisors really cost, and how to determine if you're getting your money's worth with one. In the subsequent article, he explained what deferred sales charges were, and when it made sense to leave the financial advisor. In this article, he will explain what you need to know if you want to start the process of moving funds from your advisor to a discount brokerage named Questrade.


Transferring Registered Accounts

Transferring registered accounts have to be done properly, so we’re going to cover this topic ...

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How To Buy And Sell Stocks And ETFs Using Questrade

Last update on June 26, 2013.

In this video tutorial, I show you how to use Questrade to buy stocks and ETFs so that you can put your investment portfolio into action.

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How To Plan For Your Retirement Using MoneyGeek

Last update on June 13, 2013.

You're not too young to start planning for your retirement.

In this video tutorial, I show you how you can use MoneyGeek's retirement tool to plan for your own retirement. I also explain why you should start planning for your retirement today, and I also explain some inconvenient truths regarding retirement.


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How To Open A Questrade Account (Video)

Last update on Aug. 20, 2016.

By popular request, we present to you a step-by-step video tutorial on how to open a Questrade account.

If you have any questions at all, leave a comment below.

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How To Invest Your Current Savings (Video)

Last update on May 14, 2013.

We've begun creating a series of video tutorials where we take you through the full financial planning process. As a first part of the series, we look at how young professionals should invest the savings they already have.

Note: In the video, we mention that there's a video tutorial on Questrade. That video is not available right now, but we promise you it will come soon.



If you have any questions, please consider asking using the comments below, so that everyone can benefit.

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