Preparing a will and estate plan ensure your final wishes are taken care of….
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8 questions to ask an advisor
…with a securities regulator, unless they have an exemption. Check registration through the Ontario Securities Commission or Canadian Securities Administrators. 3. How much experience do you have? How long have…
Create your investment plan
…investment policy statement should: specify your investment goals and objectives. describe the strategies that will help you meet your objectives. describe your return expectations and time horizon. include detailed information…
When to review your plan
…to save for your children’s education. Buying a home Buying life insurance Preparing a will Starting an RRSP Starting an RESP Growing savings Starting a new business Reducing taxes The…
Preparing a tax return for someone who has died
…taxes and fees your estate will pay after your death. On this page you’ll find When to file a final tax return CRA clearance certificate When to file a final…
Using trusts in estate planning
…fees or taxes that apply. The trust can be changed at any time before your death by simply having a new will prepared. 2. Living trust When you establish a…
Herd behaviour: When following the crowd isn’t in your best interest
…of psychological comfort. What does herding look like? You will notice herding in many aspects of your life and the world around you. Some examples of herding include: Sports –…
Principal protected notes (PPNs)
…disadvantages of PPNs High fees – In addition to sales commissions and early redemption fees, PPNs may charge management fees, performance fees, structuring fees, operating fees, trailer fees, and swap…
Saving versus investing
…allow you to grow your money through compound interest. When you sign up for a savings account be sure to check the interest rates as well as the fees. Some…
Familiarity bias: The limits of going with what you know
…bias when investing, including: Consider new opportunities – Encourage yourself to view unfamiliar investment products, countries, or industries as new opportunities to further diversify your portfolio, while making sure the…