Articles, Videos & Tools

The following articles, videos and tools are provided as supplementary resources on personal finance topics. 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.

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Articles, Videos & Tools

Monthly Cash Flow Calculator

Budget Planner Tool

Making a plan to be debt-free

Mortgage Payment Calculator

Lines of credit

Credit report and score basics

A guide to socially responsible investing, and how to get started

The basics of investing

Choosing a Financial Advisor

What is an ETF?

ETFs and Mutual Funds: Let’s Dive In

How to place a Stock or ETF Order

Limit or Market Order: Which One Should I Choose?

Greenhouse Gas Equivalencies Calculator

What is responsible investment?

Sustainable Finance

Intro to Responsible Investment (RI)

Responsible or sustainable investing

Mortgage Basics

My friends all want to buy homes. Should I stretch to do the same - or keep renting?

This is how the principal residence rule works for Canadian homeowners

Planning to use the first time Home Buyers' Plan? Here are seven things you’ll need to know

Renting or buying. Which option is right for you?

What is CMHC Mortgage Loan Insurance?

Homebuying Step by Step: Workbook and Checklists

Housing Market Stats

Principal residence and other real estate

Canadian Housing Reports

Closing Costs

Buying a Home

Mortgage Calculator

First Home Savings Account

Risk tolerance in investing comes down to age and attitude

Financial Literacy in Canada Podcast: Insights from Teaching and Research

Check in, freak out: The ‘double-edged sword’ of real-time portfolio tracking

Module 8 Behavioral Finance Supplementary Material: Investment Strategies

Public Pensions

The Québec Pension Plan

Employer-Sponsored Pension Plans

Savings and Pension Plans

Retirement Planning FAQs

Canadian Retirement Income Calculator

Crypto assets

Guide for cryptocurrency users and tax professionals

Digital currencies and fintech

Crypto Assets