…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…
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Showing results 251-260 of 320 Article Learning Path Article Article Article Article Article Article Article Article
Wills and estate planning
Preparing a will and estate plan ensure your final wishes are taken care of….
8 questions to ask an advisor
…few? 4. What products and services do you offer? Can you provide different types of products such as stocks, bonds, mutual funds and ETFs, or do you specialize in certain…
When to review your plan
…to save for your children’s education. Buying a home Buying life insurance Preparing a will Starting an RRSP Starting an RESP Growing savings Starting a new business Reducing taxes The…
Preparing a tax return for someone who has died
…gain or loss. If there is a net gain, your estate will owe income tax. It may also have to pay probate fees. Learn more about how to reduce the…
Using trusts in estate planning
…fees or taxes that apply. The trust can be changed at any time before your death by simply having a new will prepared. 2. Living trust When you establish a…
Getting Started: Human-Centred Solutions to Engage Ontario Millenials in Investing
…of millennials. As outlined in the OSC’s 2018-19 Statement of Priorities, the OSC is committed to: conducting and publishing research that provides insights into retail investor knowledge, attitudes and behaviours…
Investment performance and the cost of advice
…sales charges when you sell the security must be included in your trade confirmation. Report on charges and other compensation – You will get an annual report that includes detailed…
Herd behaviour: When following the crowd isn’t in your best interest
…of psychological comfort. What does herding look like? You will notice herding in many aspects of your life and the world around you. Some examples of herding include: Sports –…
Principal protected notes (PPNs)
…disadvantages of PPNs High fees – In addition to sales commissions and early redemption fees, PPNs may charge management fees, performance fees, structuring fees, operating fees, trailer fees, and swap…