Mark S. Yip, CFP, RIS

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.

06/03/2026

With long-term Treasury yields at their highest level since before the financial crisis, the case for shifting more of a portfolio out of stocks is stronger.

06/01/2026

If you're dreaming of owning a second-home in an ideal vacation hotspot, this new index from Global Citizen Solutions may be the answer—7 out of the top 10 are in Europe.

05/29/2026

From 'The market climbs a wall of worry' to 'Sell in May and go away', here's how 5 investing axioms stand up.

05/27/2026

A guide to disposing of all the things your parents accumulated over a lifetime. Plus, 10 tips for organizing your own stuff to spare your kids trouble or conflict.

05/25/2026

Understanding what qualifies as a legitimate tax deduction — and what doesn't — can help side hustlers avoid costly mistakes, reduce audit risk and keep more of their hard-earned income.

05/22/2026

Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.

05/20/2026

Momentum investing is a winning play in 2026. Funds purchasing stocks with strong price & earnings momentum have beaten the S&P 500 year to date. The trend seems driven by an "unusual" split between the market's winners and losers, SocGen said.

05/18/2026

Mark Carney tacked on resource policy when the political winds shifted. Will he carry through or just tack back if they shift again?

05/15/2026

Here are some solutions for older adults who are eager to age in place, filling caregiving gaps and easing minds as America ages rapidly.

05/13/2026

High-net-worth investors spend a lot of time deciding how and when to make big donations.

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Edmonton, AB

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