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?
Author Shannon Lee Simmons smiles at the camera against a dark background.

My MoneySense

Shannon Lee Simmons defines “emotional return on investment” and her take on personal debt

Author and Certified Financial Planner Shannon Lee Simmons explains her definition of financial value, and how she overcame...

Shannon Lee Simmons defines “emotional return on investment” and her take on personal debt
A man sits in front of a chess board thinking deeply.

Financial Planning

How to make better financial decisions—without regret—in a crisis

What is a decision crisis? How do you know if you’re in one, and what do you do next?...

How to make better financial decisions—without regret—in a crisis
Photo of a woman reading the Franklin Templeton Annual Returns of Key Asset Classes for Canadian investors.

Retired Money

Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors

Our Retired Money columnist talks of the importance and lessons investors can glean from Franklin Templeton’s charts of Annual Returns of...

Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors

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On the street, a well-dressed woman reviews for finances using an app on her phone

Ask a Planner

Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...

Tools and habits to stay on track with your money goals
A young woman, man and toddler sit on the doorstep of a house

Investing

What newcomers need to know about investing in Canada

New to the country? Here’s your quick-start guide to the investing landscape in Canada, including tax-sheltered accounts, inflation and...

What newcomers need to know about investing in Canada
A black and white dartboard struck with a yellow dart illustrates the importance of setting financial goals

Ask MoneySense

How to set financial goals that are realistic and achievable

Goal setting is an important financial strategy, but the key is to set goals that are realistic, relevant and...

How to set financial goals that are realistic and achievable
A woman stares at her cell phone in disbelief after learning that she has overcontributed to her TFSA

Ask a Planner

“My financial advisor overcontributed to my TFSA—now what?”

Overcontributing to a TFSA can be costly, especially if it goes unnoticed. What can you do if the error...

“My financial advisor overcontributed to my TFSA—now what?”

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A smiling financial advisor sits behind her desk, holding a mug

Financial Planning

What it’s like to work with a financial advisor

If you’ve never worked with a financial advisor before, here’s what to expect—starting with how to find an advisor...

What it’s like to work with a financial advisor

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