…donating to charities in Canada. Charities and non-profits aren’t always one and the same. A non-profit may be, but isn’t necessarily, also a registered charity. Only registered charities can issue…
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8 red flags of crypto fraud
In this video, learn about the red flags of crypto fraud. https://www.youtube.com/watch?v=V0ycKLC4W0s…
What is a recovery room scam?
…scammed more than once. Some are approached by a stranger offering to help them get their money returned. Other victims reach out to companies whose ads promise assistance. Sadly, most…
How to spot & avoid romance scams
In this video, learn to recognize romance scams. https://www.youtube.com/watch?v=yiNEav6wKdE…
What are your investing goals?
Smart investing can simply mean making a plan and sticking to it. https://www.youtube.com/watch?v=mqsUPdaljIM…
ESG ratings and retail investor decision making
…with your priorities and avoid those that don’t. ESG funds use different strategies to achieve their ESG objectives. Some funds focus on a specific area of ESG, rather than all…
What is DIY investing and how does it work?
…companies before investing. Know your fees – Always check the fees involved in any investment. You may need to pay fees to set up an account, or to make transactions…
Individual Pension Plans (IPPs)
…provide a benefit for the owner’s or executive’s previous years of employment with the company. However, the cost of this must first come through a transfer of the individual’s RRSP…
6 money tips for life in retirement
…amount of tax they pay. Look for credits that are available to you, and consider working with a tax professional to understand your options. Learn about key tax credits and…
Boiler room scams
…Be skeptical of unsolicited investment opportunities that you might receive over the phone, online or from acquaintances. Before you invest, call the Ontario Securities Commission or get a second opinion…