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Showing results 261-270 of 322

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…

Article

Investment performance and the cost of advice

…sales charges when you sell the security must be included in your trade confirmation. Report on charges and other compensation – You will get an annual report that includes detailed…

Article

Herd behaviour: When following the crowd isn’t in your best interest

…sense of psychological comfort. What does herding look like? You will notice herding in many aspects of your life and the world around you. Some examples of herding include: Sports…

Article

Principal protected notes (PPNs)

…disadvantages of PPNs High fees – In addition to sales commissions and early redemption fees, PPNs may charge management fees, performance fees, structuring fees, operating fees, trailer fees, and swap…

Article

Opening an RESP

…and penalties Know how much the plan will cost. Are there sales fees or set-up fees, annual fees or penalties for making changes? 5. Read all the information carefully before…

Showing results 261-270 of 322

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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

Investment performance and the cost of advice

Herd behaviour: When following the crowd isn’t in your best interest

Principal protected notes (PPNs)

Opening an RESP

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