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financial planning

A person uses the calculator app on their phone and works on a spreadsheet in a photo illustration made in Toronto, on Monday, Sept. 22, 2025.

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Plan for financial success in 2026

Take control of your finances in 2026 with this practical money checklist. From year-end tax moves to setting realistic...

Plan for financial success in 2026
Lauren Hood poses for a photograph in Toronto on Wednesday, Nov. 12, 2025.

News

Dwindling opportunities and soaring costs leave youth adrift

Rising costs and a tough job market are leaving many young Canadians struggling to gain financial independence and secure...

Dwindling opportunities and soaring costs leave youth adrift
Dave Chilton, author of "The Wealthy Barber" poses for a portrait in Milton, Ont., Tuesday, Dec. 2, 2025.

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The Wealthy Barber says Canadians face more opportunities—for profit and peril

David Chilton’s new edition of “The Wealthy Barber” combines timeless financial wisdom with modern strategies for saving, investing, and...

The Wealthy Barber says Canadians face more opportunities—for profit and peril

Financial Planning

Caring for a parent? Get a power of attorney

Often an afterthought, the POA document will smooth the process of seeing to their needs.

Caring for a parent? Get a power of attorney

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Happy senior couple holding hands and using laptop while having a meeting with financial advisor in the office. Senior man is pointing at something on laptop.

Retired Money

The 4% rule, revisited: A more flexible approach to retirement income

Experts weigh in on how the classic 4% withdrawal rule is evolving—and how retirees can tailor it to their...

The 4% rule, revisited: A more flexible approach to retirement income
Happy couple enjoying outdoor date at sunset. Man and woman sitting on grass, talking, laughing, hugging and drinking. Romance concept

Newcomers to Canada

Balancing personal and financial goals as you build a new life in Canada

Set yourself up for success in Canada with strategies for credit, savings, and debt, while still making room for...

Balancing personal and financial goals as you build a new life in Canada

Financial Planning

Most Canadians feel confident about affording life milestones—but many are still putting them off

Canadians are confident about their financial milestones, but everyday costs and debt often delay progress. Expert guidance can help.

Most Canadians feel confident about affording life milestones—but many are still putting them off

Retired Money

Who you gonna trust: Barry Ritholtz or Jim Cramer?

A trio of new books from notable (and notorious) authors offer fresh insights on retirement investing.

Who you gonna trust: Barry Ritholtz or Jim Cramer?

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Senior woman at a desk holding a cup of coffee

Ask a Planner

How to bridge the gap until an inheritance

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

How to bridge the gap until an inheritance

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