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Showing results 111-120 of 325
Article

Contributions and transfers

…end of the year in which the beneficiary turns age 59. Here’s what you need to know: If you are not the plan holder, you must have written permission from…

2 min read
Article

How do you help someone who was scammed?

…you interested in this?” might be helpful. These types of questions can help the person process the situation themselves, along with potential red flags or inconsistencies. Let them tell you…

9 min read
Article

Your Trusted Contact Person and why they matter

…pre-retirees and 48% of retirees had an unexpected health-related event occur that significantly impacted their ability to prepare for the future — the most common event being a physical health…

5 min read
Article

How annuities work

…and providers Compare costs and understand how they will affect your annuity income. This includes any up-front commissions or sales fees. Buy only from a strong life insurance company with…

8 min read
Article

How RESPs work

…There are two main types of providers: Financial institutions – includes banks, credit unions, mutual fund companies, investment firms and trust companies. They offer individual and family plans. Scholarship plan…

9 min read
Article

Getting the best service from financial advisors

…self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on Canada’s debt and equity marketplaces. How investors can get better services from advisors Helping Canadians invest wisely and confidently is…

3 min read
Article

How regulators protect investors

…protect investors: Provincial and territorial securities regulators Provincial and territorial securities regulators, such as the Ontario Securities Commission (OSC), administer and enforce rules around how securities are issued, bought, and…

4 min read
Article

Guaranteed minimum withdrawal benefit (GMWB) products

…your death, your beneficiaries receive the market value of your investments. Warning GMWB products are complex and can vary significantly among insurance companies. Understand all of the product features and…

3 min read
Article

9 reasons to open a TFSA

…opening one. On this page you’ll find Why should you consider opening a tax-free savings account? What advantages do TFSAs have for lower-income households? Summary Why should you consider opening…

5 min read
Showing results 111-120 of 325