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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…

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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…

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Getting Started: Human-Centred Solutions to Engage Ontario Millenials in Investing

…get started. Use available information to propose a starting point that makes sense to the user (e.g., prompting them to set aside a percentage of their wages after they start…

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What are the red flags of crypto fraud?

…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 phish…

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Spotting fakes and verifying legitimate websites

…spot fraudulent websites. On this page you’ll find How do fraudsters use fake websites? How can you spot fake websites? Summary How do fraudsters use fake websites? You may receive…

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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…

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Educational assistance payments (EAPs)

…of the investment earnings and government grant money in the RESP. On this page you’ll find How EAPs work EAPs from group plans How EAPs work To qualify for educational…

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What to expect from an advisor

…advisor Guarantee market performance. Buy or sell investments with unclear instructions. Achieve unrealistic expectations of profit or always recommend profitable products. For more information about working with an advisor, read…

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5 common mistakes to avoid on your tax return

…only use line 232 to claim allowable amounts not deducted anywhere else on your return. You can’t use this line to claim personal or living expenses that are not legitimate…

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If your child doesn’t continue their education

…Under specified plan rules, RESP accounts for beneficiaries eligible for the disability tax credit can stay open for up to 40 years. Group RESPs have different rules and restrictions, so…

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Calculate your TFSA savings

Boiler room scams

Getting Started: Human-Centred Solutions to Engage Ontario Millenials in Investing

What are the red flags of crypto fraud?

Spotting fakes and verifying legitimate websites

Web accessibility policy

Educational assistance payments (EAPs)

What to expect from an advisor

5 common mistakes to avoid on your tax return

If your child doesn’t continue their education

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