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Showing results 261-270 of 325

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…

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

5 common mistakes to avoid on your tax return

…paid for. Under-reporting income. Incorrectly claiming interest paid on student loans. Claiming union dues when they’ve already been reimbursed. Claiming personal or living expenses under other deductions (line 232). …

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…

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 261-270 of 325

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Personal finance for veterans and service members

Choosing a robo-advisor

Flow-through shares

5 common mistakes to avoid on your tax return

Income trusts

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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

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