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financial planning

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 young woman checks her credit score on her smartphone

Financial literacy

Credit scores and credit reports: What newcomers to Canada need to know

Credit scores and credit reports: What newcomers to Canada need to know
a woman sits at a table calculating expenses with calculator, folders and paper

Retirement

How much should I have in my RRSP?

How much should I have in my RRSP?

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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
older man resting head against window

Retired Money

How might inflation impact your retirement plans?

Inflation not only affects the cost of living—it could mean your investments don’t grow the way you've hoped. Consider...

How might inflation impact your retirement plans?
A woman sitting at her laptop gazes upward, deep in thought.

Ask a Planner

How capital gains tax on property is divided in a divorce

When a couple separates, how does owning, transferring and dividing multiple properties affect capital gains?

How capital gains tax on property is divided in a divorce
A woman is sitting in a lawyer's office reading a power of attorney document, and she is wondering what the fees are for a POA in Ontario.

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Are fees payable for acting as a power of attorney?

Can you be paid for a role as an attorney for property, in particular, after the position has already...

Are fees payable for acting as a power of attorney?

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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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