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How to choose a financial advisor

…CIRO is a self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces. FP Canada FP Canada is a not-for-profit industry group that develops, promotes and enforces professional…

4 min read
Article

Familiarity bias: The limits of going with what you know

…bias when investing, including: Consider new opportunities – Encourage yourself to view unfamiliar investment products, countries, or industries as new opportunities to further diversify your portfolio, while making sure the…

3 min read
Article

Finance basics for post-secondary students

…accumulated interest from previous periods. Take advantage of financial assistance resources Colleges and universities have financial aid programs to help lessen the financial burden. The application process varies, but it’s…

3 min read
Article

Managing your finances solo

professional could help. Consider who else could be part of your support network when it comes to finances. Friends or family could help with problem-solving or new ways to balance…

4 min read
Article

Ontarians and cryptocurrencies: A first look

undiversified investments in any single financial product can be risky, especially when, as can be the case with cryptocurrencies, prices are volatile and liquidity is limited. Depending on their characteristics,…

2 min read
Article

Seniors and tax

…(CPP) payments. Learn more about pension income splitting. Ontario Senior Homeowners’ Property Tax Grant If you’re 64 or older, a resident of Ontario and pay property taxes, you could qualify…

3 min read
Article

Personal finance for veterans and service members

practices of money management can go a long way toward creating a solid financial future for you. The Canadian Armed Forces and Veterans Affairs Canada also provide resources to help…

5 min read
Article

What is life insurance and how much do you need?

…your estate as the beneficiary. Your estate will pay probate fees on the insurance proceeds, but it gives your estate cash that can be used right away to help cover estate…

10 min read
Article

Choosing a robo-advisor

Comparing services Compare different services to decide whether online investment advisers can meet your investment needs, particularly if you are comfortable with online interactions but not with investing completely on…

2 min read
Article

Income trusts

…of income trusts available to investors. 4 types of income trust Royalty trust – companies related to energy products Real Estate Investment Trust (REIT) – companies that own or operate…

1 min read
Showing results 241-250 of 320