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Your first meeting with your advisor
…How you’ll work together, including how often you’ll meet. What fees you’ll pay. Next steps. “Know your client” information Your advisor is required by securities law to know your financial…
Robo-advisor basics
…is a fully automated computer system that generates and delivers advice to investors. While that is how some firms operate in the United States, requirements are different in Ontario. A…
5 questions to ask your advisor when markets are volatile
…An advisor will let you know of any penalties, redemption fees, or capital gains taxes or losses (if you hold a non-registered account) you may incur. They can also tell you whether the withdrawal will…
How to buy and sell ETFs
…the day will usually not be the same as its net asset value (NAV) because of changes in the underlying prices of the ETF’s assets and the demand for the…