Financial Planning

Janet Gray advice-only Financial Planner

Janet Gray is a Certified Financial Planner, speaker and educator based in Ottawa, Ont. Learn more about her story...

Financial literacy

5 great personal finance books by women

Here are five powerful and inspiring personal finance books by women.

loans

What happens to your debt when you die

Created By

Credit Canada

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...

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?...

Investing

Switching from mutual funds to ETFs

Presented By

National Bank Direct Brokerage

ETFs

Which type of ETF investor are you?

Sponsored By

National Bank Direct Brokerage

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...

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...