When you deposit money in a bank, credit union or other financial institution, you want to know your money is safe. Canada has a well-regulated financial services sector. In the…
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How to budget for charitable giving
…your money. Charitable giving can also help your household bottom line by reducing the amount of tax you pay, since charitable donations can be claimed as a tax credit. When…
Using annuities for other financial planning goals
On this page you’ll find 1. Money for your estate: An insured annuity 2. Money for charity: A charitable gift annuity In addition to providing a guaranteed income, annuities can…
4 ways to borrow to invest
…margin, you borrow money from your investment firm to pay for part of your investments. Margin investing is very risky — you could lose more money than you originally invested….
4 ways to borrow to invest
…margin, you borrow money from your investment firm to pay for part of your investments. Margin investing is very risky — you could lose more money than you originally invested….
Be cautious with celebrity endorsements
…member before sending money. Being cautious of high-pressure sales tactics. Not sending money or other forms of money to someone you haven’t met. Learning more about scams that use regenerative…
Choosing your asset mix as an investor
…asset classes are: Cash and cash equivalents – Such as savings accounts, GICs and money market funds. Fixed income investments – Including bonds, fixed income mutual funds and fixed income…
Your first meeting with your advisor
…cover: Why you’re saving or investing (e.g., for retirement, education savings or other reasons). What you own, what you owe and the income you earn. Your comfort level with risk,…
Answers to investing questions you may be too embarrassed to ask
…by a group of investors and managed by a professional money manager. Here is how mutual funds work. What is an advisor? An advisor can provide advice in many areas,…
6 money management tips for the sandwich generation
…your multi-generational family is eating away at your savings, check out these 6 tips to help get back on track. Learn more about workplace and government benefits for caregivers If…