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Financial Advisors

A young couple meet with a financial planner in his office

Financial Planning

What type of financial advisor do you need?

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...

What type of financial advisor do you need?
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Financial Planning

Russ Dyck financial advisor

Meet Russ Dyck, a Certified Financial Planner and founder of Finovo.

Russ Dyck financial advisor
A head shot of Allan Norman on a white background.

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.,...

Allan Norman financial advisor
A financial advisor meets with two clients.

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...

When working with a financial advisor, understand what fees you’re paying

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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...

David Miller Certified Financial Planner

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,...

Adam Chapman financial advisor

Ask a Planner

What happens when you can’t manage your investments anymore?

Your kids believe it’s time for someone else to manage your money, but you’re used to doing it on...

What happens when you can’t manage your investments anymore?
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Ask a Planner

Can you help your kids financially without compromising your retirement?

A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.

Can you help your kids financially without compromising your retirement?

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Retirement

Single, no pension? Here’s how to plan for retirement in Canada

There are financial and logistical challenges to being single in retirement. Here are some tips to tackle them, especially...

Single, no pension? Here’s how to plan for retirement in Canada

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