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financial planners

A black and white dartboard struck with a yellow dart illustrates the importance of setting financial goals

Ask MoneySense

How to set financial goals that are realistic and achievable

Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and...

How to set financial goals that are realistic and achievable
A young man wearing a hoodie, sitting on his couch is looking inquisitively at his laptop, wondering how he should remain a long-term investor within a bear market

Ask MoneySense

Bear markets: What’s a long-term investor supposed to do right now?

As we continue our way out of the pandemic, with inflation and dramatic market fluctuations, what is a long-term...

Bear markets: What’s a long-term investor supposed to do right now?
A smiling financial advisor sits behind her desk, holding a mug

Financial Planning

What it’s like to work with a financial advisor

If you’ve never worked with a financial advisor before, here’s what to expect—starting with how to find an advisor...

What it’s like to work with a financial advisor
A smiling woman holds a baby

Financial Planning

How financial advisors can help at different life stages

Whether you’re a newlywed or looking forward to retirement, a financial advisor can help you plan for a healthy...

How financial advisors can help at different life stages

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5 money fears from childhood and how to overcome them mother and daughter cooking in kitchen

Financial literacy

Five money fears from childhood—and how to overcome them

The feelings you associated with finances when you were a kid probably still affect you today, but there are...

Five money fears from childhood—and how to overcome them

Ask a Planner

How a young family can make the best use of an insurance payout

Katie and Tom just received a tax-free, lump-sum insurance payout. They’d like advice on how to prioritize RRSPs, TFSAs,...

How a young family can make the best use of an insurance payout

Financial Planning

New financial planners’ association strives for transparency

“We want Canadians to feel confident that when they work with a planner, they’re getting financial advice and support...

New financial planners’ association strives for transparency

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