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Showing results 191-200 of 321
Article

8 questions to ask an advisor

…clients like me? How long have you worked with most of your clients? What results have you achieved for clients like me? May I contact a few clients you’ve worked…

2 min read
Article

How to avoid tax penalties and fees

…benefits such as the GST/HST credit or Canada Child Benefit. You can find information about your tax return and benefits in your CRA MyAccount. If you have not signed up…

6 min read
Article

10 reasons to read the notes to financial statements

…such as: terms on outstanding debt (e.g., interest rates, repayment periods, conversion features) access to unused credit (e.g., lines of credit) assets pledged as security how the recorded debt amount…

5 min read
Article

OSC Seniors Strategy Updates

…which we work with older investors.  We have partnered with Elder Abuse Prevention Ontario to deliver training and education to our staff members who interact with older individuals, such as…

5 min read
Article

How Exchange-Traded Funds (ETFs) work

…to consider if you’re adding to your investment portfolio. Read the fund’s prospectus and ETF Facts carefully to better understand how the product works and its risks. Consider your risk…

7 min read
Article

Segregated funds explained

…fees associated with retail segregated funds that you buy as an individual. However, because they are insurance contracts, they do carry the potential for creditor protection and the avoidance of…

3 min read
Article

What are SPACs and other alternative market entrants?

…or by way of an RTO are considered to have become public through an alternative means. That’s because typically a private company will “take-over” or merge with an existing company…

12 min read
Showing results 191-200 of 321