Planning and Investing with Bobby

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Planning and Investing with Bobby Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Planning and Investing with Bobby, Financial planner, Whitby, ON.

10/14/2026

Consumer confidence varies around the world, but it also varies by generation.

10/08/2026

Consumer confidence in the US just hit its lowest level in over 12 years

09/28/2026

RESPs can be a great way to save for your child’s education

3 mistakes to avoid:
- Starting too late
- Putting the investments on autopilot
- Not having a plan for withdrawals

Start early, manage it properly, and have an exit plan.

Follow to learn more about financial planning, investing and making the most of your money.

Investing MoneyTips

08/04/2026

5 ways to measure your financial health

06/30/2026

First Home Savings Account

If you buy your first home and have unused FHSA contribution room, you could be missing out on thousands of dollars.

You get $8,000 of room per year starting when you open your account up to a maximum limit of $40,000 and you are allowed to catch up to $16,000 in one year if you have unused room from prior years.

Contributions reduce your taxable bincome in the year they are made

06/26/2026

Alan Greenspan had an enormous influence on the modern financial system.

06/22/2026

Is the Maple Investment TFSA a good idea?

06/20/2026

John D Rockefeller was the world's first billionaire which lead to reforms, will the world's first trillionaire lead to the same?

06/17/2026

CPP is different than Social Security

06/12/2026

Investments matter less than circumstances and behavior

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Whitby, ON

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