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Showing results 181-190 of 222

Article

Home equity as a source of retirement income survey

Toronto, ON, February 25, 2013 – According to a new survey conducted for the Investor Education Fund, Canadians are not saving enough for retirement, and half believe they will run…

Learning Path

Bank accounts

Article

Why should you work with a financial advisor?

…advice on short-term investment products such as GICs or different types of savings accounts. Customer service representatives usually get a salary from the financial institution where they work. There’s no…

Article

5 questions to ask your advisor when markets are volatile

…and long-term goals. Revisiting this plan during a volatile market can help confirm if your plan still matches your financial goals and situation or provide an opportunity to make needed…

Article

The benefits of re-balancing

…of your portfolio. While this may sound positive, it may not support your goals over the long term because it could increase the risk of your portfolio. Re-balancing will help…

Article

Spring cleaning your investment portfolio

…your portfolio and may not support your long-term financial goals. It could also change your portfolio’s risk profile. Rebalancing adjusts your asset allocation to bring it back in line with…

Article

Understanding key features in banks’ debt and preferred share offerings

…will only be repaid after all other higher ranking debts and loans have been settled. NVCC preferred shares. Preferred shares rank below subordinated debt in terms of their claim on…

Article

Principal protected notes (PPNs)

…arrangement fees. Your money is locked in – PPNs guarantee your principal, but only if you stay invested until the end of the term (up to 10 years). If you…

Article

Mutual fund fees

…within the same fund family. You may be able to negotiate this fee with your advisor. Short-term trading fees. A fee that you may be charged if you purchase a…

Article

Understanding Fund Facts

…past performance section of your Fund Facts document shows you how the fund has performed over the long term. You’ll see the fund’s year-by-year returns for the last 10 years…

Showing results 181-190 of 222

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Home equity as a source of retirement income survey

Bank accounts

Why should you work with a financial advisor?

5 questions to ask your advisor when markets are volatile

The benefits of re-balancing

Spring cleaning your investment portfolio

Understanding key features in banks’ debt and preferred share offerings

Principal protected notes (PPNs)

Mutual fund fees

Understanding Fund Facts

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