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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…

2 min read
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…

2 min read
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…

2 min read
Article

What are crypto assets?

…platform to provide access rights or the ability to purchase a specific product or service. The provider of the product or service typically issues the tokens, which can only be…

8 min read
Article

How to monitor ETF performance

…not exactly match the returns of the benchmark. 3. Add up the fees Fees and commissions reduce your ETFs returns. Learn more about ETF fees. Caution Fees reduce the return…

2 min read
Article

What is a pension plan and how does it work?

…Employers may offer other financial resources besides pension or savings plans, such as learning tools, access to a professional financial advisor, and online account access. Check what resources may be…

4 min read
Article

Understanding group RESPs

…the rules outlined in the short Plan Summary provided in the plan prospectus. Take action Shop around before you buy. Different RESP providers and plans have different rules and fees.

3 min read
Article

The benefits of re-balancing

…a predetermined portion of your holdings. The asset mix that makes sense for you will depend on your objectives, time horizon and risk tolerance. The investment mix within your portfolio…

4 min read
Showing results 261-270 of 320