…shopping together – Have your child compare prices for similar products and choose the best deal. Talk about work – Teach your child about the relationship between work and money….
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What to do if your tax return is reviewed or audited
…papers when they’re ready to start work. Once you’ve filed your return, you can use that same folder to keep a copy of your return and your notice of assessment….
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…
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…
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…
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…
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…
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…
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…
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…