Do you need a planner if you’re a DIY investor?
The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.
financial planners
The MoneySense Find a Qualified Advisor Tool
Presented By
Financial Planning Association of Canada
How to deal with your finances when the economy is stressing you out
Interest rates, inflation—not to mention tariffs or a recession—can make finances stressful. But keeping a cool head is important....
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...
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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...
Financial planning for the first time? A guide for women on a single income
Single and your income is already spread thin—so how do you save for the future? Three financial experts share...
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...
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.
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