Investor education
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Understanding TCR and the value of advice
Determining the value of a service can be a tricky issue. It’s natural to want to pay as little as possible for something but when that service provides value and helps you on the path to achieving important goals, it can be well worth the money.
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How to understand fund fees
Under new total cost reporting (TCR) rules, clients will see a more comprehensive view of the fees they pay for investment services, including for management of mutual funds and ETFs. It’s important to understand the various individual fees involved.
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The value of financial planning
Financial planning is key to achieving long-term financial stability, regardless of your net worth. It involves setting goals, identifying risks, and creating strategies to manage your assets and obligations effectively. Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.
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Why every woman needs a retirement plan—and a retirement plan B
Many Canadians ignore future planning—including women. But we’re doing more, earning more, and even living longer. While everyone needs to plan for what’s ahead, women should take charge now.
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The advantage of active fixed-income management
Learn more about the potential benefits of active fixed-income ETFs and why they are gaining popularity with investors amid market volatility.
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How to navigate your first home purchase
With the stakes so high, it’s important to approach a first home purchase with careful planning and a good understanding of up-front costs, insurance, and affordability concerns.
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Rolling returns: a better approach to evaluating investment performance?
Investment performance is often measured by calendar year returns. Learn how rolling returns can offer a more accurate and insightful view of performance.
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Five investing mistakes to avoid
Market turbulence may trigger emotional investing, but history shows staying rational might be wiser. Beware of these five behaviours that can risk investment success.
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Don’t fear the death binder
Despite its ominous-sounding name, a death binder isn’t something to be afraid of; on the contrary, it can be a tremendous help for your loved ones in the event of your passing.
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Understanding the correlation between stocks and bonds
Learn more about the correlation between stocks and bonds and discover how high-quality fixed income can help investors to diversify their equity exposure.
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