…7. Name a Trusted Contact Person Your financial advisor is required to ask you about adding a Trusted Contact Person to your account. This person essentially serves as your emergency…
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What your will should cover and why
…name a guardian for them if you die. If you have a spouse or partner, it’s important to name a guardian if both of you die at the same time….
What is life insurance and how much do you need?
…name your estate as the beneficiary. You can donate your life insurance policy to charity by: Naming the charity as beneficiary of your policy. Transferring policy ownership to a charity….
Profiles of retirement
…adding a Trusted Contact Person to your account. A Trusted Contact Person essentially serves as your emergency contact. Learn more about naming a Trusted Contact Person. The survey found 71%…
Meet Leslie Byberg, Executive Director and CAO, OSC
…June, Leslie Byberg was named the Executive Director of the Ontario Securities Commission (OSC). This new position comes after more than a decade of working within various branches of the…
Meet Jane Rooney, Canada’s Financial Literacy Leader
…now for fifteen years and I’ve progressed throughout the organization to different positions, including six years as the Director of Financial Literacy and Consumer Education Program. I was named the…
Meet Leslie Byberg, Executive Director and CAO, OSC
…Originally published: September 9, 2016 This past June, Leslie Byberg was named the Executive Director of the Ontario Securities Commission (OSC). This new position comes after more than a decade…
Meet Jane Rooney, Canada’s Financial Literacy Leader
…Consumer Education Program. I was named the first Financial Literacy Leader of Canada in April 2014. On what “financial literacy” means… Financial literacy is having the knowledge, skills and confidence…
Appointing your Trusted Contact Person in Canada
Learn about who can be your Trusted Contact Person and why having one can provide an extra layer of protection for your financial accounts. Naming a Trusted Contact Person can…
How to make a complaint to get your money back
…resolved, including telephone conversations, emails and faxes with dates and names of employees that you communicated with. Act quickly – It’s important to act quickly and to respond promptly to…