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Showing results 251-260 of 320

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…

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…

Article

Kids and money: making sure the message hits home

…6. Use pictures and comparisons Some ideas lend themselves to images. You can also use comparisons to explain new ideas: “An RRSP is like a savings account but it’s to…

Article

Getting Started: Human-Centred Solutions to Engage Ontario Millenials in Investing

…of millennials. As outlined in the OSC’s 2018-19 Statement of Priorities, the OSC is committed to: conducting and publishing research that provides insights into retail investor knowledge, attitudes and behaviours…

Showing results 251-260 of 320

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Choosing a robo-advisor

Flow-through shares

Income trusts

Wills and estate planning

8 questions to ask an advisor

When to review your plan

Preparing a tax return for someone who has died

Using trusts in estate planning

Kids and money: making sure the message hits home

Getting Started: Human-Centred Solutions to Engage Ontario Millenials in Investing

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