…messages. Use this checklist to protect your financial information online and help prevent identity theft. Social media channels or websites Many scams use social media channels or websites. Scammers may…
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Other types of workplace savings plans
Savings plans may be offered by some employers instead of, or in addition to, pension plans. Find out more about the different types of workplace savings plans your employer may…
IOSCO C8 Report on Senior Investor Vulnerability
…best practice, and to act as a foundation for developing toolkits and work-streams for different regulators to use. The FCA, together with FINRA, have managed this project. The report signposts…
Selling your home without an agent
…not be so easy. Why should you consider working with a real estate agent? There are potential benefits of working with a real estate agent to sell your home. A…
What are the risks of investing in crypto?
…they work. What kind of frauds can involve crypto? Scammers use many different tactics to try to get your money. Watch out for fraudulent crypto asset trading platforms. It can…
The birds and the bills: having the money talk with your kids
…shopping together – Have your child compare prices for similar products and choose the best deal. Talk about work – Teach your child about the relationship between work and money….
What to do if your tax return is reviewed or audited
…papers when they’re ready to start work. Once you’ve filed your return, you can use that same folder to keep a copy of your return and your notice of assessment….
Using annuities for other financial planning goals
…Money for charity: A charitable gift annuity A charitable annuity can be an effective way to generate retirement income and support a charitable cause. Here’s how it works: Make a…
Sources of income in retirement
…a TFSA as well as, or instead of, an RRSP. The TFSA can be used for any kind of savings goal and can hold most types of investments. One advantage…
What is a romance scam?
…a sudden emergency. Lives or is working in another country. Always has an excuse about why they can’t meet you in person. Has posted a photo online that looks perfect….