Articles, Videos & Tools
The following articles, video and tools are provided as supplementary material to the course content. They are meant to provide additional information, insights and opinions from a variety of voices. All expressions of opinion reflect those of the individual author and are subject to change. Statistics, data and other information may have changed since the published date. The information should not be regarded as a complete analysis of the terms discussed, nor is it intended as legal, financial or other professional advice and is subject to change. A professional advisor should be consulted regarding your specific situation.
ToolMonthly Cash Flow Calculator
Royal Bank of Canada
ToolBudget Planner Tool
Financial Consumer Agency of Canada
ArticleMaking a plan to be debt-free
Financial Consumer Agency of Canada
ToolMortgage Payment Calculator
Royal Bank of Canada
ArticleLines of credit
Financial Consumer Agency of Canada
ArticleCredit report and score basics
Financial Consumer Agency of Canada
ArticleA guide to socially responsible investing, and how to get started
The Globe and Mail
Sierra Bein
ArticleThe basics of investing
Financial Consumer Agency of Canada
ArticleChoosing a Financial Advisor
Financial Consumer Agency of Canada
ArticleWhat is an ETF?
Royal Bank of Canada
ArticleETFs and Mutual Funds: Let’s Dive In
Royal Bank of Canada
ArticleHow to place a Stock or ETF Order
Royal Bank of Canada
ArticleLimit or Market Order: Which One Should I Choose?
Royal Bank of Canada
ToolGreenhouse Gas Equivalencies Calculator
Government of Canada
ArticleWhat is responsible investment?
Principles for Responsible Investment (PRI)
ArticleSustainable Finance
Government of Canada
ArticleIntro to Responsible Investment (RI)
The Responsible Investment Association (RIA)
ArticleResponsible or sustainable investing
Autorité des marchés financiers
VideoMortgage Basics
Royal Bank of Canada
ArticleMy friends all want to buy homes. Should I stretch to do the same - or keep renting?
The Globe and Mail
Salman Farooqui
ArticleThis is how the principal residence rule works for Canadian homeowners
The Globe and Mail
Tim Cestnick
ArticlePlanning to use the first time Home Buyers' Plan? Here are seven things you’ll need to know
The Globe and Mail
Shannon Lee Simmons
ArticleRenting or buying. Which option is right for you?
Canada Mortgage and Housing Corporation
ArticleWhat is CMHC Mortgage Loan Insurance?
Canada Mortgage and Housing Corporation
ArticleHomebuying Step by Step: Workbook and Checklists
Canada Mortgage and Housing Corporation
ArticleHousing Market Stats
The Canadian Real Estate Association
ArticlePrincipal residence and other real estate
Canada Revenue Agency
ArticleCanadian Housing Reports
Royal Bank of Canada
ArticleClosing Costs
Royal Bank of Canada
ArticleBuying a Home
Financial Consumer Agency of Canada
ToolMortgage Calculator
Financial Consumer Agency of Canada
ArticleFirst Home Savings Account
Government of Canada
ArticleRisk tolerance in investing comes down to age and attitude
The Globe and Mail
David Israelson
VideoFinancial Literacy in Canada Podcast: Insights from Teaching and Research
McGill Personal Finance Essentials
ArticleCheck in, freak out: The ‘double-edged sword’ of real-time portfolio tracking
The Globe and Mail
Tim Shufelt
VideoModule 8 Behavioral Finance Supplementary Material: Investment Strategies
McGill Personal Finance Essentials
Vadim Di Pietro
ArticlePublic Pensions
Government of Canada
ArticleThe Québec Pension Plan
Retraite Québec
ArticleEmployer-Sponsored Pension Plans
Financial Consumer Agency of Canada
ArticleSavings and Pension Plans
Government of Canada
ArticleRetirement Planning FAQs
Royal Bank of Canada
ArticleCanadian Retirement Income Calculator
Government of Canada
ArticleCrypto assets
Government of Canada
ArticleGuide for cryptocurrency users and tax professionals
Government of Canada
ArticleDigital currencies and fintech
Bank of Canada
ArticleCrypto Assets
Canadian Securities Administrators