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Article

Familiarity bias: The limits of going with what you know

…familiarity bias when investing, including: Consider new opportunities – Encourage yourself to view unfamiliar investment products, countries, or industries as new opportunities to further diversify your portfolio, while making sure…

Article

Finance basics for post-secondary students

…principal (the original loan amount) and any accumulated interest from previous periods. 4. Take advantage of financial assistance resources Colleges and universities have financial aid programs to help lessen the…

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

Personal finance for veterans and service members

…practices of money management can go a long way toward creating a solid financial future for you. The Canadian Armed Forces and Veterans Affairs Canada also provide resources to help…

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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…

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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…

Showing results 251-260 of 321

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Familiarity bias: The limits of going with what you know

Finance basics for post-secondary students

What is life insurance and how much do you need?

Personal finance for veterans and service members

Choosing a robo-advisor

Flow-through shares

Income trusts

Wills and estate planning

8 questions to ask an advisor

When to review your plan

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