Couple in their 30s with a household income of about $130,000 will meet a planner for the first time. What to bring?

Canadians looking for some help managing their money through uncertain times might wish to turn to a financial planner or advisor to guide decisions on everything from investments to getting out of ...

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner. In today’s digital age, there’s an increasing number of Canadians who choose ...

Explore how financial advisors and financial planners differ.

Hiring a financial planner can deliver a return that can’t be quantified: peace of mind. Paying for expert financial advice ...

And if they don't sell any financial products, how do fee-only planners get paid? A. Your question is a good one that I get a lot, Rob—even from people in the industry. So let me explain. Something ...