Financial Planning Advice

A MoneySense reader wants to pre-fund the ongoing expenses for her house to make it easier for her kids...

Canadians are confident about their financial milestones, but everyday costs and debt often delay progress. Expert guidance can help.

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

A time will likely come when you have to care for your elderly relatives' money matters. Here are some...

Non-registered accounts held individually can lead to frozen funds and probate fees. Learn how joint accounts can protect your...

Canadians have more options than ever to learn about personal finance. Here are the best free courses available—online or...

If you receive a severance package, you’ll have choices to make around your finances. Here’s how to make the...

Cost, complexity, and confusion about what financial planning involves prevent Canadians from taking action, but 93% of those who...

Online tools and tax assessments often miss the mark. A professional appraisal gives you a reliable, market-based property value.