…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…
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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…
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…
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…
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…
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…
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…
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…