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Financial Planning

Ask a Planner

We’re not wealthy. What can a financial planner do for us?

A reader just wants an assessment of her and her husband’s finances. Turns out that’s the cornerstone of financial...

We’re not wealthy. What can a financial planner do for us?
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ETFs

Buying ETFs in Canada Tool: The MoneySense ETF Screener

Which ETFs should you invest in? Which ones best suit your risk tolerance? What about personal ethics? Check out...

Buying ETFs in Canada Tool: The MoneySense ETF Screener
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Money and the price of indecision

Why do we know we're overpaying and still do nothing about it? A personal look at loyalty, inertia, and...

Money and the price of indecision

Newcomers to Canada

You speak the language but do you speak the money?

The biggest financial barrier for newcomers isn't always knowledge, but understanding how familiar words take on new meanings...

You speak the language but do you speak the money?

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Financial Planning

Does good financial advice have a shelf life?

Financial principles can be timeless, but the tactics behind them often aren't. Here's why some money advice deserves a...

Does good financial advice have a shelf life?
Couple plan family budget, manage finance for save money. Vector flat illustration of house interior with piggy bank, man and woman hold coins and financial bill and planning home economy

Financial Planning

Why healthy money conversations are key to building wealth together

Building wealth as a couple takes more than smart investing. Here's why open communication about money is essential...

Why healthy money conversations are key to building wealth together
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Newcomers to Canada

The best financial lesson I learned in Canada wasn’t about investing, it was about trust

Nobody moves to Canada excited about price matching. When my family immigrated in 2019, I expected to spend countless...

The best financial lesson I learned in Canada wasn’t about investing, it was about trust
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Ask a Planner

Can you put an inheritance into a joint account?

Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports...

Can you put an inheritance into a joint account?

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Tony Capotosto, vice-president of Canadian banking for Scotiabank is shown in this handout photo, on Saturday, June 6, 2026.

Financial Planning

The new financial roadmap for Gen Z and young Canadians

Financial milestones are changing for young Canadians. Here’s why experts say budgeting, saving, and consistency matter more than following...

The new financial roadmap for Gen Z and young Canadians

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