BMO has launched a client-facing financial planning portal, My Financial Progress, based on Conquest Planning’s software, the ...

Canadians who get paid biweekly receive 26 paycheques spread across 12 months, which means there are two months in the year when they will get three paycheques. Financial planners say it's important ...

Maeve has a defined benefit pension that will pay $68,418 a year, indexed to inflation, starting at age 58. That includes a ...

Advisor.ca asked advisors to create financial plans for two sample clients with four of the most used financial planning and analysis software in 2024. One client family is a mid-career couple with a ...

Once you have thought through and created your plan, create a to-do list and start implementing what needs to be done to meet your objectives. Even a small step each week will bring you closer to a ...

Meet Ayana Forward Ayana Forward is a Certified Financial Planner based in Ottawa, Ont. She owns Retirement in View, a fee only financial planning firm that specializes in helping clients within ...

The same is true with financial planning. If there are, or will be, significant changes to your assets, liabilities or cash flow then it is time for you to request a review. At the same time, there ...

When drawing up a financial plan, they would ask broader questions about Jim’s health, his family circumstances and estate planning goals, plus his likely income needs in retirement and how to ...

As people are turning to AI for things like meal planning and workout routines, financial advisers are saying people should take AI financial guidance cautiously.

Kenneth Doll is a Certified Financial Planner, speaker and educator based in Calgary. Learn about his approach to financial planning and more.

Working with a financial planner will help with the more complex strategies. A financial planner can also help to co-ordinate the plan and make sure all the pieces fit together.