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Showing results 141-150 of 324
Article

Using annuities for other financial planning goals

…Money for charity: A charitable gift annuity A charitable annuity can be an effective way to generate retirement income and support a charitable cause. Here’s how it works: Make a…

2 min read
Article

Sources of income in retirement

…a TFSA as well as, or instead of, an RRSP. The TFSA can be used for any kind of savings goal and can hold most types of investments. One advantage…

5 min read
Article

What is a romance scam?

…money for a sudden emergency. Lives or is working in another country. Always has an excuse about why they can’t meet you in person. Has posted a photo online that…

3 min read
Page

Worksheets

…and budget. Personal information inventory (PDF) Monthly budget worksheet (PDF) Financial goals worksheet Gift budget worksheet Retirement budget worksheet (PDF) Retirement cash flow planner Student budget worksheet Wedding budget worksheet…

1 min read
Article

What is ESG investing?

…supply chain management and advocacy work for social good. Socially conscious investors tend to be concerned with the human impact of companies and their workers. Investors screening for socially conscious…

4 min read
Page

Customer Service Policy

…to providing services to people with disabilities who use assistive devices to use or benefit from our services. We will ensure that our staff is familiar with various assistive devices…

4 min read
Article

What is a GIC and how does it work?

…trust company that sells GICs. 2. Put some of the GICs in your name and some in your spouse’s name. 3. Own GICs jointly with your spouse. How to make…

7 min read
Article

How to get started with investing

…a savings account, eventually that money could have lower purchasing power. That’s because the interest earned in a savings account is often lower than the rate of inflation. If your…

7 min read
Showing results 141-150 of 324