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Death of a spouse: estate planning considerations

When a spouse dies, he or she leaves behind emotional challenges and financial duties for the surviving partner. It is important for both spouses to understand the challenges of managing an…

Article

How defined contribution pension plans work

…The advantages of single fund portfolios are simplicity and convenience. You decide on the fund. And you leave the ongoing investment decisions and portfolio adjustments to the professional money manager….

Article

How are crypto assets regulated?

…definitions of “security” or “derivative”. Such products and services are regulated by provincial or territorial securities regulators. Securities legislation may apply in different ways: If the crypto asset itself is…

Article

Strategies to pay down debt

…their credit. If you’re planning to meet with a debt professional, a good first step includes finding out the services they offer and the cost. This includes any fees associated…

Article

Choosing your asset mix as an investor

…that mitigates risk. The three main asset classes are: equities, fixed-income investments, and cash or cash equivalents. Alternative asset classes include real estate and crypto assets. People typically need a…

Article

How overconfidence bias may affect your financial decisions

…the most common behavioural biases. There are many examples of where you might notice it, including: Projects – Whether it be in school, at work, or around the house, people…

Article

4 reasons to keep saving when inflation is high

…three months of your expenses. If you need to draw on your emergency fund in tough times, you can re-build it again. Learn more about why, how and where to keep…

Article

How to check your investing accounts

…goals and deciding whether you need to make any changes. Knowing what you’re paying in investing fees. Fees can include transaction fees, management fees, sales charges, trading commissions, and fees…

Article

Tax considerations for seniors

…more than $20,000. Learn more about the HATC. Ontario senior homeowners’ property tax grant (OSHPTG) – The OSHPTG is a provincial refundable tax credit for seniors aged 64 and older…

Article

Improving Fee Disclosure through Behavioural Insights

…research report that identifies behaviourally informed ways to improve how investment fees are communicated to investors by their registered dealers, advisers, and their registered representatives (registrants). The report also includes…

Showing results 121-130 of 322

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Death of a spouse: estate planning considerations

How defined contribution pension plans work

How are crypto assets regulated?

Strategies to pay down debt

Choosing your asset mix as an investor

How overconfidence bias may affect your financial decisions

4 reasons to keep saving when inflation is high

How to check your investing accounts

Tax considerations for seniors

Improving Fee Disclosure through Behavioural Insights

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