Financial Planning

When financial expertise becomes a blind spot

The technically correct financial decision isn’t always the right one. Here’s why expertise can create blind spots when it...

Financial Planning

Do you need a planner if you’re a DIY investor?

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.

Financial Planning

The MoneySense Find a Qualified Advisor Tool

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Financial Planning Association of Canada

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How to deal with your finances when the economy is stressing you out

Interest rates, inflation—not to mention tariffs or a recession—can make finances stressful. But keeping a cool head is important....

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...

Financial Planning

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...

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

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...

Ask a Planner

Can you help your kids financially without compromising your retirement?

A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.