…them. This may help your Trusted Contact Person feel comfortable talking with your financial advisor if they’re contacted and to not be surprised by the call. You could also use…
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Create your investment plan
…Create your plan Choose your asset mix Choose your investments Track your progress TAKE ACTION If your goal is retirement, use this RRSP calculator to help you create your plan….
Investing for growth, income or both
…investments. You can make money by buying at one price and selling at a higher price in the future. This kind of strategy is often used when investing in stocks….
3 reasons to keep track
…can also compare your returns with those of similar investments in a benchmark index. If you’re not sure what index to use, you may want to ask an adviser. 2….
The benefits of re-balancing
…of your portfolio. While this may sound positive, it may not support your goals over the long term because it could increase the risk of your portfolio. Re-balancing will help…
Review your account information
…notices This can include prospectuses, proxy voting materials and notices that affect your investments (for example, notice of a stock split): Review this information because it may affect your investments….
Telephone Townhall tips
…you in the comfort of your own home. During our telephone townhall we share lots of useful information. But you might not have had time to write it all down….
How to buy GICs
…across Canada, visit the CANNEX website. Then use this compound interest calculator to compare the difference in accrued interest over different deposit amounts and time periods. 3 questions to ask…
How to buy a mutual fund
…you can cancel your order to buy a mutual fund within 48 hours after you receive confirmation of your order. Rules vary in some provinces. Take action Use this mutual…
How to sell a mutual fund
…do with the money You can have the advisor or company: send you a cheque, deposit the money in your bank account, or use it to buy other mutual funds…