Mark S. Yip, CFP, RIS

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Mark S. Yip, CFP, RIS I am a Senior Wealth Advisor, a designated Certified Financial Planner (CFP) and Responsible Investment Specialist (RIS).

My only goal is to help coach and guide my fellow Canadians towards a healthy, and worry-free, financial future.

10/14/2026

A Monte Carlo simulation, widely used in financial planning, calculates the probability that you’ll run out of money before you die.

10/12/2026

Handling your own investments on a DIY platform has become increasingly common. While that can cover your basic investment needs, the trick is knowing when to seek professional help.

10/09/2026

Retirees often underspend despite strong finances. This piece explains why spending feels risky and how behavioral strategies can make retirement income easier to use.

10/07/2026

A successful exit depends on measuring a personal plan by clear progress. Here’s how to gauge it.

10/05/2026

It’s the bond market that everyone is focused on, and it’s the focus of Robin Wigglesworth‘s new book, “A Fabulous Debt.” He joins the Express to discuss the history of bonds and why they are so pivotal amid the geopolitical tensions that define 2026.

10/02/2026

Fixed income still has a place in a diversified portfolio

09/30/2026

How 16 top economists think AI will change the job market, and how to prepare

09/28/2026

Alicia Levine, chief investment officer at BNY Wealth, joins Scarlet Fu and Tom Keene on "Bloomberg Money." They discuss retirement planning, building wealth and asset allocation.

09/25/2026

US debt hits $40 trillion as price-sensitive investors replace price-insensitive buyers like China, raising yields and volatility risks amid fiscal concerns.

09/23/2026

Treasury securities are backed by the U.S. government's full faith and credit. They include Treasury bills, Treasury bonds, and Treasury notes.

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Edmonton, AB

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