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Financial Planning

A woman taking a course

Financial literacy

The best free personal finance and investing courses in Canada

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

The best free personal finance and investing courses in Canada

Ask a Planner

What to do when you get laid off

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

What to do when you get laid off
Man and woman sitting at a desk reviewing documents

Financial Planning

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it

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

Having a financial plan more than doubles your retirement confidence—here’s why so many Canadians are skipping it
Woman signing papers on a white countertop

Real Estate

The hidden value of a professional real estate appraisal

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

The hidden value of a professional real estate appraisal

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Taxes halved their inheritance. Could anything be done?

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

Taxes halved their inheritance. Could anything be done?

Newcomers to Canada

How to build confidence in your financial life

Newcomers fear making financial mistakes. Getting the services you need requires doing your research and taking many small steps.

How to build confidence in your financial life
A young couple sits at a desk using a calculator while budgeting

Save

Surviving the present, investing in the future: Gen Z’s financial balancing act

Rising costs and low wages challenge Gen Z in Canada, but digital tools and new habits are helping them...

Surviving the present, investing in the future: Gen Z’s financial balancing act

Retirement

How to plan for old age when you don’t have kids

More and more Canadians are entering their golden years without grown children to help out should they lose their...

How to plan for old age when you don’t have kids

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A couple poses for photographs in their wedding outfits during photo shoot in the middle of a street in Toronto on Friday, June 5, 2020.

Financial Planning

Prenups can be an uncomfortable topic, but a big help in the event of heartbreak

Prenups aren’t just for the wealthy. Experts explain how they protect assets, manage debt, and evolve with life changes—while...

Prenups can be an uncomfortable topic, but a big help in the event of heartbreak

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