…obtain payment, and other entitlements. Dealing with digital assets such as social and digital accounts like email, Linkedin, Facebook, etc. Keeping detailed records of any money spent as they have…
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Using trusts in estate planning
…lifetime, while ensuring that your children from a previous marriage eventually inherit any remaining assets. 2. Your spouse lacks financial expertise If your spouse needs help with money management after…
How registration protects investors
…also doesn’t guarantee that you’ll make money or that you won’t lose money. Caution Being registered is not a guarantee that the person you deal with will always give you…
How a fraudster might approach you
…lists that are traded, sold, and re-used. Sometimes they’ll trick victims a second time in a recovery room scam where victims think they’re getting their money back. Groups Scammers use…
7 signs of financial elder abuse
…habits. 4. Sudden or large amounts of cash are being withdrawn from their accounts Unusual changes to a person’s financial behavior, especially cash withdrawals or transfers of money are occurring….
Phishing scams
…from a sender who you know. They will try to convince you to send money to someone you think is a legitimate business or person. Or the attempt could seem…
Investor risk, behaviour and beliefs
…leverages new research about our complicated money-selves. The Canadian Money State of Mind Risk Survey 2014,a national study conducted for Investor Education Fund (IEF) by The Brondesbury Group, provides a…
Web accessibility policy
…a part of that commitment. About Accessibility on OSC Sites The OSC’s website, GetSmarterAboutMoney.ca, was intentionally designed to be accessible to the widest possible audience. It is compatible with popular…
Social influencers and your finances
…ordinary people or by celebrities who have taken an interest in a specific product or investment. They are often called “finfluencers” — financial influencers whose media accounts are focused on money…
What to do if your tax return is reviewed or audited
…or audited. And you may be asked to pay back refund money if you are deemed ineligible for some deductions made on your original return. Or you may be asked…