Financial Planning

The MoneySense Find a Qualified Advisor Tool

Presented By

Financial Planning Association of Canada

Jacks on Tax

Worried about tariffs and their effects? Look at your taxes

Here are two ways to manage the effects of tariffs in Canada, plus three statements to prepare to ensure...

Financial Planning

Natasha Knox, Certified Financial Planner

Natasha Knox, is an advisor based greater Vancouver, with clients across Canada. Learn about her approach to financial planning...

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

Allan Norman financial advisor

Meet Allan Norman Allan Norman, CFP, CIM, is a Certified Financial Planner and founding partner of Atlantis Financial Inc.,...

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...

Financial Planning

David Miller Certified Financial Planner

Meet David Miller David Miller’s specialty is in helping successful Canadian individuals and families uncover and address their investment...

Financial Planning

Joseph Curry Certified Financial Planner

Meet Joseph Curry Joseph Curry is the co-host of Canada’s fastest-growing retirement planning podcast “Your Retirement Planning Simplified”, featuring...

Financial Planning

Adam Chapman financial advisor

Meet Adam Chapman Adam Chapman jokes that he’s a financial planner who helps people spend money—not save it. And,...