https://www.youtube.com/watch?v=vhVO-Eykrxc&t=2s Part 1: What is a Mutual Fund? (2:28) In this introductory video, we learn about the types of mutual funds available to Canadians, and how mutual fund units are…
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IOSCO C8 Report on Senior Investor Vulnerability
…jurisdictions; and Develop guidelines for, and provide training to, personnel reviewing transactions conducted with senior investors. Sound practices for Financial Services Providers Additionally, the report shares two ideas of best…
How to make an investment policy statement
…concerns about aligning your investments with certain environmental, social, and governance priorities, then ESG investing may be for you. Consider whether there are certain types of investments or companies you…
Insuring a home-based business
…clients coming to your home. Providing services at a client’s site. Using your car for business purposes. Claims against products you sell. Claims against services or professional advice. Lost income….
How to make RRIF withdrawals
…you’ll need to understand how to withdraw money from the account. Depending on your income needs and saving priorities in retirement, using both RRIFs and annuities may work for you….
Customer Service Policy
Ontario Securities Commission Accessible Customer Service Policy – Providing Services to People with Disabilities 1. Providing services to people with disabilities The Ontario Securities Commission (OSC) is committed to excellence…
How to make a financial plan
…should cover major aspects of your financial life. This includes saving, investing, paying down debt, retirement planning, estate planning, and staying up to date with your taxes. You don’t need…
Retirement Readiness: Canadians 50+
…recently announced the Committee’s first members for 2016 – 2017. The Committee will advise OSC staff on securities-related policy and operational developments that impact older investors and will provide input…
Financial Life Stages of Older Canadians
…they do? A new study commissioned by the Ontario Securities Commission (OSC) provides some of those insights and more. Financial Life Stages of Older Canadians, a national study conducted for…
Why does risk matter in investing?
…drop in the market price of shares. The market price of shares varies frequently depending on demand and supply. Interest rate risk – The risk of losing money because of a change in the…