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 ...

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 ...

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

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 ...