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Financial Advisors

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?”
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
A smiling woman holds a baby

Financial Planning

How financial advisors can help at different life stages

Whether you’re a newlywed or looking forward to retirement, a financial advisor can help you plan for a healthy...

How financial advisors can help at different life stages

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Video: Tips for choosing a financial advisor

Look at qualifications, compensation and quality to make the best choice for you

Video: Tips for choosing a financial advisor
man checking investment statement

Ask a Planner

How to figure out your investment fees

John is unclear about what he’s paying his advisor, and cannot seem to get a straight answer.

How to figure out your investment fees
man sitting at laptop looking pensive

Investing

7 Questions to ask your financial advisor

…and how to get the answers you deserve!

7 Questions to ask your financial advisor

Columns

10 ways for investors to be more boring —and successful

These are the things your advisor should be doing for you

10 ways for investors to be more boring —and successful

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Investing

Advisors don’t want to talk about cheaper alternatives

If your advisor won't talk about passive investment options, then maybe it's time for a second opinion

Advisors don’t want to talk about cheaper alternatives

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