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Article

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…

2 min read
Article

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…

2 min read
Article

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…

1 min read
Article

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…

3 min read
Article

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…

2 min read
Article

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…

3 min read
Article

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…

3 min read
Showing results 251-260 of 309