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Financial Advisors

Man and woman working at a table

Financial literacy

Learning to disagree is a financial skill

Working with a financial expert doesn’t mean you should always agree. Learn how respectful disagreement can lead to better...

Learning to disagree is a financial skill

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?

Retired Money

Is AI the ultimate retirement hack?

Artificial intelligence is best at overcoming the friction that stops you from taking up new pursuits, users insist.

Is AI the ultimate retirement hack?
Young couple speaking to a financial advisor

Financial Planning

Do you actually need a financial advisor in your 30s and 40s?

Financial advisors aren’t always necessary. Learn when you can DIY, when help adds value, and how to decide what’s...

Do you actually need a financial advisor in your 30s and 40s?

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Financial Planning

Your money, your move: Engage in your financial future

Five platitudes you should never simply accept from your financial advisor.

Your money, your move: Engage in your financial future
A Canadian single woman at work, looking at her investments on her phone.

Investing

How women can start investing

You have a lot of financial responsibilities—and you’re managing them all on your own. But how are your investments...

How women can start investing
A Canadian woman with friends, whom she is considering creating a corporation to invest.

Ask a Planner

Should you set up a corporation with friends to invest?

What to consider when deciding to incorporate a company with friends to buy real estate and more.

Should you set up a corporation with friends to invest?
A man sitting at a table and videochatting on a laptop.
The MoneySense Find a Qualified Advisor Tool

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A Canadian woman and man looking at income statements to prepare their taxes for a tariff war.

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...

Worried about tariffs and their effects? Look at your taxes

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