…they are distributed to their eventual owners. If you are looking for an estate lawyer, consider: Asking a lawyer you have used for other legal work if they handle wills….
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Financial statement basics
…step to informed investment decision-making. In general, the financial statements provide historical financial information about a company that is useful to existing and potential investors, lenders and other creditors in…
How setting goals can help you save
…to pay for and the less likely you will need to use a credit card or take a loan to cover some of the costs. Learn more about saving for…
Communicating your estate plan
…of all your financial accounts, such as bank, investment and credit card accounts. A list of your digital assets such as social media accounts, music streaming accounts, reward points accounts,…
Investing and the COVID-19 Experience
…bank loan or line of credit, withdraw from their investment account, or carry a balance on their credit card. Nearly 1 in 10 Canadian investors reported having faced an unexpected…
How do you help someone who was scammed?
…scam is convincing because of what they already believe is true – This is confirmation bias at work. This happens when people show preference to information which confirms what they…
Individual Pension Plans (IPPs)
…an IPP each year can exceed the amount an individual can contribute to an RRSP on their own, especially at later ages (age 50 or older). Creditor protection: Like other…
Gamification & other behavioural techniques
…research report looked at gamification, and other behavioural techniques, used by online brokerages now or that could be used in the future. It also looked at the positive and negative…
How to make a complaint to get your money back
Are you unhappy because of financial service or advice you received, and you believe you may have lost money? Do you believe you may have lost money due to poor…
More complex ways to invest in stocks
…sell a stock, you borrow shares from your investment firm because you think that the price of the stock is going to fall. You sell the borrowed shares at the current price. And…