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Your first meeting with your advisor
…how you’ll work together, including how often you’ll meet, what fees you’ll pay, and next steps. “Know your client” information Your advisor is required by securities law to know your…
Robo-advisor basics
…is a fully automated computer system that generates and delivers advice to investors. While that is how some firms operate in the United States, requirements are different in Ontario. A…
5 questions to ask your advisor when markets are volatile
…An advisor will let you know of any penalties, redemption fees, or capital gains taxes or losses (if you hold a non-registered account) you may incur. They can also tell you whether the withdrawal will…
Telephone Townhall tips
…issues Investor Warnings and Alerts SEDAR.com – the official site that provides access to most public securities documents and information filed by issuers with the 13 provincial and territorial securities…
How to buy and sell ETFs
…the day will usually not be the same as its net asset value (NAV) because of changes in the underlying prices of the ETF’s assets and the demand for the…
Mutual funds 101 Part 1: What is a mutual fund?
In this video we discuss how mutual funds work, and some of their benefits….
Protecting business interests
…the other partners. Life insurance can be an effective way to provide the money to fund the buy out. Here’s how it works: The company buys life insurance to insure…
Reducing the tax taken from your pay cheque
…credits you are entitled to. Examples: spousal amount, caregiver amount, tuition and education amounts. 2. Tell your employer if your personal circumstances change If a change in your circumstances means…