Hence, for most, it’s not worth the time and on-going effort. Getting a financial planner may be your answer to save time and still grow your money. Financial planners advise their clients on how best ...

I've been working with my financial planner, Liz, of the New School of Finance Inc., an advice-only financial planning firm based in Toronto, since 2017. In the spirit of becoming a better ...

Certified Financial Planner™ (CFP ®) recognizes individuals with financial planning, taxes, insurance, and estate planning expertise. Owned and awarded by the Certified Financial Planner Board ...

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment management. Many, or all, of the products ...

She has 14+ years of experience with print and digital publications. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified ...