…public. There’s a social relevance to the work that we do. The OSC’s work has a real impact for families and their savings. On the importance of the investor perspective……
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Meet Monica Kowal, Vice-Chair of the OSC
…public. There’s a social relevance to the work that we do. The OSC’s work has a real impact for families and their savings. On the importance of the investor perspective……
5 conversation starters to build better money habits
…you’ll learn something new in the process. As inflation has made rising costs a reality, everyone is looking for new ways to manage expenses. Since everyone has different strategies, it’s…
Answers to investing questions you may be too embarrassed to ask
…including: investing, financial planning, personal insurance, taxes, and estate planning. If an advisor is providing advice relating to investing in securities, they need to be registered, unless an exemption is…
Sources of income in retirement
…years) or a life annuity (with monthly payments until you die). But if you buy a life annuity, any money left over when you die won’t go to your estate….
Estate planning
5 steps to assess your advisor
…on your own, providing advice about insurance, tax planning and estate planning (if they are qualified to provide these services). Keeping track of necessary paperwork and documents. 5. Assess whether…
What is a GIA and how does it work?
…be redeemed early with a market value adjustment Normally locked in until maturity Naming a beneficiary Can name a beneficiary GICs become part of estate assets Creditor protection Can be…
Investing as a small business owner
…investment plan that meets your goals and suits your risk tolerance. Depending on their qualifications, some advisors offer additional services like financial planning, debt management, and tax and estate planning….
Protecting business interests
…deceased partner’s beneficiary or estate receives the buyout money immediately, and the business can carry on without the additional financial burden of securing money from loans or cash reserves to…