Financial Planning Tips
It's been said that advice
is the "smallest current coin." But when offered
by experts, you can turn it into gold. Check this page regularly
for sage advice from some of our CFP® professionals from
across the country. If you want more specific guidance, try the
Ask an Expert feature.
And have a look at our Archived
Q&As. You can also check out our online Learning Centre for more information that can help you take the next step toward meeting your life goals through the proper management of your financial affairs.
- How long do I have to keep my tax returns?
From: David Hutchinson, CFP | 
- Easy money! Get rich quick!
From: David Hutchinson, CFP |
- The death of a cottage owner may create a large final tax bill
From: Tina Tehranchian, CFP |
- Pay yourself first
From: Bruce Lindsay, CFP | www.lindsayfinancial.com
- Binge shopping
From: Erika Penner, CFP, FICB |
- Women concerned about their financial future
From: Erika Penner, CFP, FICB |
- Using your intuition to facilitate your financial decision-making
From: Erika Penner, CFP, FICB |
- Life insurance is one aspect of financial planning that is often missed during divorce negotiations
From: Erika Penner, CFP, FICB |
- Collaborative separation and divorce process
From: Erika Penner, CFP, FICB |
- Some factors to consider when car shopping
From: David Hutchinson, CFP |
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