In this video we discuss how mutual funds work, and some of their benefits….
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Needs versus wants
…can change over time. For example, if you change jobs and work closer to home, your spending needs on transit or gasoline may shrink. The next time you review your…
Health insurance basics
…provincial plans usually don’t cover Prescription drug costs – if you’re under age 65 Most dental work Visits to care providers – such as chiropractors and massage therapists Health care…
Estate planning if you own a business
If you are a business owner, your estate plan should cover both your personal and business assets. Estate planning for business owners is more complicated because it needs to address…
Canadian attitudes about crypto – 2022
…Canadians really know about crypto investments and how they work and how they are regulated? The OSC’s Crypto Asset Survey provides useful insights about the crypto ownership and knowledge of…
How to buy GICs
…across Canada, visit the CANNEX website. Then use this compound interest calculator to compare the difference in accrued interest over different deposit amounts and time periods. 3 questions to ask…
Financial Life Stages of Older Canadians
…as “useful” by the respondents included understanding future income needs (68%), ensuring plans allowed them to not outlive their money (67%), preparing for health challenges (66%), generating income in retirement…
Canadian crypto survey results for 2023
…funds, the top reason for not buying were: Concerns about potential risk. Lack of knowledge about crypto. Know what’s behind your financial decision-making? Sometimes people invest in something just because…
Government grants and bonds for an RDSP
…the parents until the year the beneficiary reaches age 18, and on the income of the beneficiary (and their spouse) beginning the year the beneficiary reaches age 19. Learn more…
Registration categories
…may have designations that allow them to use specific titles, such as Certified Financial Planner (CFP), Chartered Professional Accountant (CPA) or Chartered Financial Analyst (CFA). Checking registration tells you what…