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Article

Top 10 tips for first time investors

…Different types of investments are affected differently by world events and changes in economic factors such as interest rates, exchange rates and inflation rates. Diversification enables you to build a…

4 min read
Article

How regulators protect investors

…financial derivatives exchange in Canada, and currently lists equity options, options on ETFs, currency options, index derivatives, and interest rate derivatives. What is the role of securities regulators? Securities regulators in Canada oversee advisers, dealers,…

4 min read
Article

Review your account information

…that fees and commissions charged are correct. Keep the confirmation for tax purposes if it shows deductible expenses. 2. Account statements You should receive monthly or quarterly account statements that…

1 min read
Article

Factors that affect bond prices and how to monitor them

…you’ll need to consider interest rates. In general, when interest rates rise, bond prices fall. When interest rates fall, bond prices rise. Bonds have an inverse relationship with general interest rates.If the…

8 min read
Article

5 things to consider when choosing ESG investing

…approach ESG investing to make the right choices for you. 1. Reflect on your values and priorities When looking for investments that reflect your own financial priorities and values, consider

3 min read
Article

Fractional share ownership

…shares What fractional share ownership could provide What to consider before you buy a fractional share Fractional share ownership pricing Let’s say there’s a big company you are really excited…

4 min read
Article

How defined contribution pension plans work

…advantages of single fund portfolios are simplicity and convenience. You decide on the fund. And you leave the ongoing investment decisions and portfolio adjustments to the professional money manager. Two…

6 min read
Article

Death of a spouse: estate planning considerations

When a spouse dies, he or she leaves behind emotional challenges and financial duties for the surviving partner. It is important for both spouses to understand the challenges of managing an…

2 min read
Article

Beneficiaries and plan holders for RDSPs

…at the time the plan is opened. Who can be a plan holder The rules for plan holders depend on whether the beneficiary is a child under the age of…

2 min read
Showing results 111-120 of 310