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financial planner

A Canadian financial planner/advsior working with clients trauma and mental wellness.

Financial Planning

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...

What Canadian finance pros need to know about money and mental health
A Canadian divorced or widowed single woman meets a financial planner for the first time.

Financial literacy

Financial planning for the first time? A guide for women on a single income

Single and your income is already spread thin—so how do you save for the future? Three financial experts share...

Financial planning for the first time? A guide for women on a single income
Father and son jump for joy in their new home

Buying

Is this a good time to buy a home in Canada?

Economists expect interest rates to keep falling. So we asked four experts if now is the ideal time to...

Is this a good time to buy a home in Canada?
A financial advisor meets with two clients.

Financial Planning

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...

When working with a financial advisor, understand what fees you’re paying

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A dad and teenage son hug while playing basketball on their driveway

Save

How much money should I have saved by age 40?

How much money should I have saved by age 40?
A woman receives financial advice from a friend

News

Don’t get stuck on financial advice that doesn’t ring true

Financial experts debunk old money myths and offer advice that many Canadians might find more helpful today.

Don’t get stuck on financial advice that doesn’t ring true
A young couple talks about finances over coffee

Financial literacy

Dating dilemma: When to talk about finances

Dating dilemma: When to talk about finances
A young boy plays with a toy car in a classroom

RESPs

How much money does the government contribute to an RESP?

How much money does the government contribute to an RESP?

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Family wearing red coats, for Valentine’s Day, give the gift of a will and an estate plan

Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Three reasons to have a will and estate plan

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