…privacy policy and know what information the app will have access to. 4. Use a notebook. If the tried-and-true method of pen and paper works best for you, use a…
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MISSING OUT: Millenials and the Market
…with 67% of millennial investors reporting that they currently work with one or more investment professionals, including 50% who report working with a financial advisor, 16% who report working with…
How to choose a financial advisor
…workshops or give free advice about finance and investing. Look for information on your town or city’s website or check your local newspaper. 2. Your workplace If your workplace offers pension and…
Credit cards
Pay Off Credit Cards and Debt Calculator
Investing in the cannabis industry
…number of jurisdictions, including Canada and certain U.S. states, have explored new laws around the sale and use of cannabis. In Canada, this initially began with the legalization of cannabis…
How bonds work
…discounted value and the face value is your interest. Strip bonds usually offer a higher yield than regular bonds with the same term and credit rating. This is because strip…
Improving Fee Disclosure through Behavioural Insights
…and other compensation (fee reports) more useful for their clients. The report also provides insights on how other stakeholders can support investors’ review and use of the annual fee reports….
7 signs of financial elder abuse
…Canadian Network for the Prevention of Elder Abuse (CNPEA) and Elder Abuse Prevention Ontario (EAPO) for more resources and tips. You may also wish to contact local law enforcement agencies…
AI-enhanced scams: risks and safeguards
…significantly. While these technologies can be useful for investors, they also pose risks. Generative AI can be used to quickly spread common investment scams. Generative AI can autonomously generate new…