Tax-free savings accounts (TFSAs) are designed to help Canadians save more. A TFSA can help you save and invest for any future goal. Learn how they work and how much…
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Mutual fund fees
…sells you the fund. You can negotiate this fee with your advisor. 2. Back-end load or deferred sales charge (DSC)– Some funds used to charge a fee of up to…
How to create a balanced budget
…paper, an app, or a spreadsheet. You might even have access to a free budgeting app through your online banking service. The best method to use is the one you’re…
Calculate your TFSA savings
…you can use for saving or investing, or both. It’s a versatile account you can use to save for any kind of future goal. Use the calculator below to see…
Annual information about your investment fees
…use, information about your fees may be provided separately from your investment statements – for example, in a document called Report on Charges and Compensation, or Fee Report, or something…
How to monitor mutual fund performance
…Facts This is a user-friendly guide that provides key information about your mutual fund including fees and performance. Beginning May 30, 2016, mutual fund companies are required to give investors…
How to buy and sell mutual funds
…up or down as the index goes up or down. Index funds typically have lower costs than actively managed mutual funds because the portfolio manager doesn’t have to do as…
Boiler room scams
…boiler room scams How to report fraud Summary What is a boiler room scam? Fraudsters will often “cold call” people by telephone. They may use high pressure sales tactics to encourage…
Web accessibility policy
…screen reading software and was designed for those who for a variety of reasons may not be able to use a mouse. The website can be navigated using the keyboard…
What are the red flags of crypto fraud?
…Often these websites use a lot of jargon and have no contact details. In some cases, these platforms mimic a legitimate platform by name and appearance but are used to…