If you’ve read a MoneySense investing piece and wished you could go deeper—hear more from the reporter, ask the experts follow-up questions or see the full interview—now’s your chance. Register for the Canadian Financial Summit, running October 23 to 26, and tap into the collective knowledge of more than 35 Canadian personal finance experts, including MoneySense contributors Lisa Hannam, Jaclyn Law and Michael McCullough.
Your ticket gives you free access to the recorded sessions for 48 hours after they premiere. If you want unlimited on-demand access to all interviews and presentations, you can upgrade to the All Access Pass for $99, which lets you stream every session whenever it suits your schedule.
If you’re already familiar with MoneySense resources, check the MoneySense guides referenced in several summit sessions for deeper reading and practical tools referenced by presenters.
The summit covers a wide range of personal finance topics tailored to Canadian investors, homeowners and savers. Below are highlights from sessions featuring MoneySense contributors, offering a preview of what you can expect from the summit’s practical, actionable content.
Lisa Hannam and Penelope Graham
Canada’s New Mortgage Rules in 2024
Recent changes to mortgage rules aim to make housing more accessible to Canadian buyers. In this session, MoneySense editor Lisa Hannam and Penelope Graham of Ratehub.ca break down the new regulations, explain how they change lending and qualification criteria, and explore the likely impacts for first-time buyers, move-up purchasers and the broader housing market. They walk through the numbers to demonstrate how the adjustments affect affordability, monthly payments and borrowing capacity, and offer practical considerations for shoppers comparing mortgage options and planning a home purchase under the updated rules.
Lisa Hannam and Jaclyn Law
What It’s Like to Take the Canadian Securities Course
MoneySense editors Lisa Hannam and Jaclyn Law share first-hand experiences taking the Canadian Securities Course (CSC). This session helps prospective students decide whether the CSC is right for them, outlines effective study strategies, and addresses common concerns—how challenging the material is, what topics deserve the most attention, and tips for balancing study with work and family life. Speakers reflect on lessons learned and offer guidance on maximizing success, from sourcing study materials to preparing for exams and applying course knowledge in real-world investing and financial planning.
Michael McCullough
Top Canadian ETFs for This Year and Beyond
Exchange-traded funds (ETFs) continue to be a core building block in many Canadian portfolios, but the growing universe of ETFs can make selection daunting. Consulting editor Michael McCullough reviews how the Canadian ETF market is structured, highlights categories and strategies investors commonly use, and summarizes key criteria for choosing ETFs—such as fees, tracking method, liquidity and underlying holdings. Drawing on insights from MoneySense’s ETF coverage and analysis, this session offers a practical framework for building or refining a diversified ETF portfolio suited to long-term goals and risk tolerance.
These sessions are designed to be practical and actionable: you’ll hear clear explanations, realistic scenarios and tips you can apply to your own financial planning. Whether you’re preparing to buy a home, advancing your financial credentials, or optimizing an investment portfolio, the summit offers focused guidance from experienced Canadian professionals.