Some simple steps to take to get and keep your finances on track.
Working with an Adviser
Want to work with a financial adviser, but don’t know where to start, here are some first few steps for you to consider.
Trusted Contact & Temporary Hold
New rules to help seniors/vulnerable investors from being exploited. How can a Trusted Contact Person and Temporary Hold potentially help you or a loved one?
Mutual Funds, Fund Facts & Fees
Mutual funds are a popular investment choice for many Canadians. Learn whether mutual funds are right for you.
What some investors don’t know is that all publicly traded companies, registrants, and mutual funds have to disclose information about themselves.
Before you invest, it’s important to assess how an investment fits within your financial goals and risk tolerance. High returns always come with high risks—there’s no such thing as a high-return, risk-free investment. If you want higher returns, you need to be prepared to accept the risks that come with them.
There are a lot of ways you can invest your money. Stocks (shares), bonds, mutual funds or real estate? Each has its own pros and cons, and it’s important to know what the differences are in order to choose an investment that’s right for you.
Know your goals
How do you see yourself down the road?
Use the SMART formula—set financial goals that are