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Financial Planning

Ask a Planner

Market-linked GICs: The pros and cons for investors

These GICs track the markets, offering low risk and some upside potential to investors. Here’s how to know if...

Market-linked GICs: The pros and cons for investors
Tech is in the driver's seat (person in car looking at their socks on their phone)

Investing

Making sense of the markets this week: April 30, 2023

There’s an earnings bonanza! Tech stocks are supporting the markets, once again. Plus, equal-weight S&P 500 beats cap-weight.

Making sense of the markets this week: April 30, 2023
A couple discussing their divorce and, of course, the topic of what to do with their mortgage comes up.

Mortgages

What happens to your mortgage after a divorce?

What happens to your mortgage after a divorce?
Three employees at their production jobs talking about cashing out their employee pensions.

Retired Money

Should you cash out your workplace pension when you leave a job?

Find out why Canada has it better than the U.S. for registered employer pensions. A UBC study on cashing...

Should you cash out your workplace pension when you leave a job?

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Steph Gordon and Dennis Mathu smile at the camera against a yellow background.

My MoneySense

The one thing influencers Steph & Den want you to know about retirement

The two content creators share money advice daily with over 300,000 TikTok followers. Here’s what they have to say...

The one thing influencers Steph & Den want you to know about retirement
Two women enjoying an evening as they live a rich life, aligning their money and values.

A Rich Life

How to live a rich life

A rich life isn’t just about wealth. Here’s how to align your finances with your values for true happiness.

How to live a rich life
A man with a pensive expression walks down a street

Ask a Planner

Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

Are mutual fund fees tax deductible?
Photo of a Bank of America building

Investing

Making sense of the markets this week: April 23, 2023

What’s Dale’s take on the economy? Big U.S. bank earnings rock. Apple continues with global domination, and the bitcoin...

Making sense of the markets this week: April 23, 2023

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A man with a backpack walks through a forest

Investing

An investor’s guide to ESG reporting in Canada

Companies and investment firms that report ESG performance use a patchwork of standards—if they report at all. Here’s how...

An investor’s guide to ESG reporting in Canada

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