Financial planning

Let’s say you are currently locked into a five-year mortgage term, with two years to go until renewal time.

If you’re considering hiring a financial planner, congratulations! This means you are thinking about your long-term financial future and taking …

You probably know what a budget is, even if you don’t stick to one. The term “financial plan” might be a bit more confusing, because most people have never actually seen one. This article aims to … Read More

As a new or expectant parent, you may already be overwhelmed with all the tips and advice (solicited and otherwise) that have been coming your way. Well, hold on to your hat, because we’re not done … Read More

Conversations about retirement usually start with goals. Although there are some people with quirky retirement goals, most of us have the same bottom line: to have our future lifestyle be as good, if not better, than … Read More

Shannon Lee Simmons’ office is basically a confessional. After thousands of conservations with clients over the last decade, the Toronto-based certified financial planner and founder of The New School of Finance found a commonality: Everyone, no matter their … Read More