What Canadian finance pros need to know about money and mental health
Has a client ever gone silent or even hung up on you when discussing their portfolio or taxes? It...
Financial Advisors
What type of financial advisor do you need?
If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...
The MoneySense Find a Qualified Advisor Tool
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Financial Planning Association of Canada
Russ Dyck financial advisor
Meet Russ Dyck, a Certified Financial Planner and founder of Finovo.
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Allan Norman financial advisor
Meet Allan Norman Allan Norman, CFP, CIM, is a Certified Financial Planner and founding partner of Atlantis Financial Inc.,...
When working with a financial advisor, understand what fees you’re paying
Financial advisors have different investing styles and fee structures. Here’s how to choose the right planner for your needs...
David Miller Certified Financial Planner
Meet David Miller David Miller’s specialty is in helping successful Canadian individuals and families uncover and address their investment...
Adam Chapman financial advisor
Meet Adam Chapman Adam Chapman jokes that he’s a financial planner who helps people spend money—not save it. And,...
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What happens when you can’t manage your investments anymore?
Your kids believe it’s time for someone else to manage your money, but you’re used to doing it on...