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Showing results 121-130 of 309
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Death of a spouse: estate planning considerations

When a spouse dies, he or she leaves behind emotional challenges and financial duties for the surviving partner. It is important for both spouses to understand the challenges of managing an…

2 min read
Article

How to avoid tax penalties and fees

…penalties or fees? There are a few common reasons why you could be charged penalties or fees related to tax filing: If you file your return late. If you owe…

6 min read
Article

National Investor Research Study

Read the research summaries on retirement preparedness, conversations about aging and finances, and cannabis investing. Read the full study results. November 28, 2018 A new study by the Ontario Securities

3 min read
Article

How volatility affects your investments

…in good companies that you believe will perform well over time. Before you invest though, do your due diligence and be sure you understand a company’s true upside potential. It’s…

3 min read
Article

Strategies to pay down debt

…reasons why debt can accumulate. Debt can add up because of changes in interest rates, changes in your cost of living, or changes to your own spending. The more debt…

7 min read
Article

OSC Seniors Strategy Updates

…handling; Supervisory procedures; Powers of attorney and limited trading authorizations; Training employees; Identifying trusted contact persons; Establishing written policies and procedures for reporting and escalating issues; and Communicating with older

5 min read
Article

Investing as we age

…or older. To better understand the financial knowledge, attitudes and behaviours of Ontarians who are in or approaching this demographic, the Investor Office commissioned Investing As We Age, a survey…

4 min read
Article

Work with a financial planner

…or insurance agents. Ask for references from these individuals. 4. Compare fees – Ask the planner to explain how they’ll be paid and compare their rates with others. Make sure you…

8 min read
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Mutual Funds 101

https://www.youtube.com/watch?v=vhVO-Eykrxc&t=2s Part 1: What is a Mutual Fund? (2:28) In this introductory video, we learn about the types of mutual funds available to Canadians, and how mutual fund units are priced…

1 min read
Showing results 121-130 of 309