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Financial Planning

Videos

Video: How to choose ETFs, for Canadian investors

How can you choose the best ETFs for you? Watch this video before you use an ETF screener.

Video: How to choose ETFs, for Canadian investors

Investing

Making sense of the markets this week: February 11, 2024

Disney and Eli Lilly make big moves, PayPal and McDonald’s fall behind, Bell cuts a way to profitability, and...

Making sense of the markets this week: February 11, 2024
An image of the HSBC logo on an office building

News

RBC’s takeover of HSBC: What will happen to HSBC Canada customers?

HSBC Canada bank accounts, credit cards, mortgages and investments are moving to RBC. What steps should HSBC customers take...

RBC’s takeover of HSBC: What will happen to HSBC Canada customers?
A mom holds her two young kids on a sofa

Life Insurance

Divorce and life insurance: How to make sure your family stays protected

If you’re going through a divorce, you have many financial decisions to make, including how to update your life...

Divorce and life insurance: How to make sure your family stays protected

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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
Woman playing a game of Monopoly, wondering how their credit score could affect hers.

Debt

Couples and credit scores: How your partner’s credit can affect yours

Couples and credit scores: How your partner’s credit can affect yours
Woman in Facebook tee holding with thumb's up for liking the first dividend for Meta

Investing

Making sense of the markets this week: February 4, 2024

Facebook reports a massive earnings day, the stocks with solid quarters, the U.S. Fed stands pat and why Canadian...

Making sense of the markets this week: February 4, 2024
Reads: Wealthy Women's Summit, March 6, 2024, 8 am registration, 9 am program, The Brownstone, Calgary

Financial literacy

MoneySense at the Wealthy Women’s Summit

Here’s how to get your tickets before they sell out.

MoneySense at the Wealthy Women’s Summit

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A retired couple cheers to having found a way to fund their retirement

Ask a Planner

Should retirees consider a home equity sharing agreement (HESA)?

Home owners have a new way to tap their home equity. How does the HESA compare to a reverse...

Should retirees consider a home equity sharing agreement (HESA)?

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