An honest financial advice column for millennials who want expert advice to super specific money questions.
This mother-daughter duo will share personal stories and unexpected money strategies you'll wish you'd known sooner.
I’m a 35 year old male, smoker looking for a life Insurance quote. What would you recommend?
I’m a 35 year old male, smoker looking for a life Insurance quote. What would you recommend?
I’m a 25 year old female, non smoker looking for a life Insurance quote. What would you recommend?
I’m a 25 year old female, non smoker looking for a life Insurance quote. What would you recommend?
I want to buy a house this year. Should I opening a FHSA? Would it be worth it?
I want to buy a house this year. Should I opening a FHSA? Would it be worth it?
Tax season is upon us! Does CC&Associates with taxes?
CC&Associates can't handle taxes but suggests organizing documents, hiring a pro, contacting CRA, or using tax software.
Got a loan to go to law school! Should I get a life insurance policy on the loan to protect my family?
Congratulations on getting a loan for post-secondary! Consider term life or 20-Pay Whole Life Insurance for financial protection.
Borrowing from my Whole Life Insurance Policy - What do I need to know?
What factors should I consider before borrowing from my whole life insurance policy?
Recommendation needed: A 20 pay whole life or a term life insurance policy
Seeking lifelong coverage? 20-pay whole life or temporary protection with a term plan: which fits your needs?
How do I ask my in-laws to contribute to our children’s RESP instead of getting them gifts they don’t need?
Encourage RESP for kids' future, not toys? Gratefully seeking support
Money is already tight and the holidays are around the corner… Help!
Budget-friendly holiday tips amidst tight finances.
Self-employed and confused about disability insurance? Do I need it?
Disability insurance: It protects income due to illness
My son is living with a physical disability. Do you have any financial resource suggestions?
In Canada, the RDSP aids disabled individuals. Check eligibility, open an RDSP, and consult Cheryl for guidance
What Happens to Unused TFSA Contribution Room?
TFSA contribution limit: $6,500 for 2023. Utilize past room wisely!
Should I start contributing to my RRSPs or max out my TFSA first?
RRSP or TFSA: Optimal Savings Strategy?
My parents are making me get life insurance. Help!
Life insurance for estate planning at 25 might seem early, but it can secure your parents' farmland legacy and offer financial protection.
Do couples need cohabitation agreements?
Why all young couples who buy a house need cohabitation agreement.
My daughter is starting college. How do I withdraw my RESPs?
Discover how to rescue your hard-earned RESP funds just in time for your child’s university instalment!
9-5 to side hustle: quit or commit?
9-5 to Side Hustle: Quit of Commit? Real life advice when planning the pursuit from 9-5 to side hustle full-time.
How much should I be spending on ‘fun stuff’?
We give advice on how much should be going towards the ‘fun stuff’, rather than necessities.
What is a credit score & how can I improve it?
Looking for advice on how to handle credit card debt in a relationship? Discover how to communicate with your partner, create a budget, pay off debt, and seek professional help if needed.
Should my boyfriend be paying off his credit card debt in full every month?
Looking for advice on how to handle credit card debt in a relationship? Discover how to communicate with your partner, create a budget, pay off debt, and seek professional help if needed.
Submit a question, get personalized advice.
About Us
Cheryl Campbell
Founder & Certified Financial Planner® at Investia Financial Services Inc.
I created this firm to humanize finance. My goal is to demystify personal finance for families that want to invest and need an expert who listens and empathizes with their circumstances and goals.
Mackenzie Campbell
Life Insurance Advisor
I pursued a career in finances because I know there are so many people out there with untapped financial potential. My goal is to encourage young people to care about their finances sooner.