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Showing results 241-250 of 308
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Choosing an RESP provider

The company that sets up your RESP is called the plan provider or promoter. RESPs from a financial institution — like a bank, trust company, credit union, caisses populaires or…

2 min read
Article

Annuity options and your payments

…payments are locked in. You can’t change them for any reason. Your regular payments are locked in. It’s worth shopping around to compare annuity rates. Five tips to consider when…

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

Seniors and tax

…spouse or common-law partner: income that qualifies – sources that are eligible for the pension income amount. income that doesn’t qualify – Old Age Security (OAS) and Canada Pension Plan…

3 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
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

Flow-through shares

…to pay a sales commission to your adviser and fees charged by the portfolio manager. 3 key risks Offered by new, small companies – These companies are often in the…

2 min read
Article

8 questions to ask an advisor

…with a securities regulator, unless they have an exemption. Check registration through the Ontario Securities Commission or Canadian Securities Administrators. 3. How much experience do you have? How long have…

2 min read
Article

Create your investment plan

…investment policy statement should: specify your investment goals and objectives. describe the strategies that will help you meet your objectives. describe your return expectations and time horizon. include detailed information…

2 min read
Showing results 241-250 of 308