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Showing results 251-260 of 322

Article

What is life insurance and how much do you need?

…name your estate as the beneficiary. Your estate will pay probate fees on the insurance proceeds, but it gives your estate cash that can be used right away to help cover…

Article

Choosing a robo-advisor

…Comparing services Compare different services to decide whether online investment advisers can meet your investment needs, particularly if you are comfortable with online interactions but not with investing completely on…

Article

Flow-through shares

…to pay a sales commission to your adviser and fees charged by the portfolio manager. 3 key risks Offered by new, small companies – These companies are often in the…

Article

Income trusts

…of income trusts available to investors. 4 types of income trust Royalty trust – companies related to energy products Real Estate Investment Trust (REIT) – companies that own or operate…

Page

Web accessibility policy

…Commitment The Ontario Securities Commission is committed to making information on its website accessible to all and will endeavour to update and improve the websites on an ongoing basis as…

Learning Path

Wills and estate planning

Article

8 questions to ask an advisor

…few? 4. What products and services do you offer? Can you provide different types of products such as stocks, bonds, mutual funds and ETFs, or do you specialize in certain…

Article

When to review your plan

…to save for your children’s education. Buying a home Buying life insurance Preparing a will Starting an RRSP Starting an RESP Growing savings Starting a new business Reducing taxes The…

Article

Preparing a tax return for someone who has died

…beneficiaries can receive any property from an estate, the CRA must issue a clearance certificate saying all final taxes owing have been paid. Summary If you need to file a…

Article

Using trusts in estate planning

…fees or taxes that apply. The trust can be changed at any time before your death by simply having a new will prepared. 2. Living trust When you establish a…

Showing results 251-260 of 322

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What is life insurance and how much do you need?

Choosing a robo-advisor

Flow-through shares

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Preparing a tax return for someone who has died

Using trusts in estate planning

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