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Mutual Funds

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Mutual Funds

Converting mutual funds: The benefits, the risks and the costs

How to deal with DSC fees when redeeming mutual funds and find out if it’s worth paying the fees....

Converting mutual funds: The benefits, the risks and the costs
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Ask a Planner

How to figure out your investment fees

John is unclear about what he’s paying his advisor, and cannot seem to get a straight answer.

How to figure out your investment fees
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Investing

Making sense of the markets this week: September 27, 2021

Could China's Evergrande trigger another "Lehman Brothers moment?" Plus, understanding the Fed's understated announcement; who prefers passive investing products;...

Making sense of the markets this week: September 27, 2021
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Investing

Making sense of the markets this week: September 20, 2021

Inflation is hitting differently on either side of the 49th parallel—what does that mean for your investments? Plus, predictions...

Making sense of the markets this week: September 20, 2021

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How to avoid OAS clawbacks when you’ve had a temporary increase in income

A one-time bump in Sam’s income triggered an Old Age Security benefit clawback, and he wants to know if...

How to avoid OAS clawbacks when you’ve had a temporary increase in income

Investing

Making sense of the markets this week: September 13, 2021

Supply chain woes and chip shortages could be the start of bigger problems; why continued bad news could be...

Making sense of the markets this week: September 13, 2021

Investing

Making sense of the markets this week: July 5, 2021

Why investors should pay attention to the CAPE ratio; an easy way to beat the TSX; young investors' attitudes...

Making sense of the markets this week: July 5, 2021
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Investing

Is the Longevity Pension Fund a cure for retirement income worries?

A newly-announced Purpose Investments product targets the army of Canadians facing retirement without a defined benefit pension.

Is the Longevity Pension Fund a cure for retirement income worries?

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Ask MoneySense

A guide to getting value from your advisor, and shifting to lower-cost investments

One option is moving mutual funds into lower-cost “D-series” or “F-class” versions to reduce fees while avoiding deemed disposition....

A guide to getting value from your advisor, and shifting to lower-cost investments

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