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Portfolio Builder: Lesson 4

When fixed income is too much of a good thing

Portfolio Builder: Lesson 4
Three seniors are sitting at a table posing for a selfie photo as they play poker together. it's a symbolic photo representing how tontines work.

Retired Money

Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis

You may be hearing about new products that sound like tontines, even if they’re not called tontines. Here’s why....

Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis
An adult man, acting as power of attorney, hugs his senior mom. He's wondering about gifting her assets while she's in a home.

Ask a Planner

Gifting a parent’s assets using a power of attorney

As power of attorney, does it make sense to divide up a parent’s assets before their death?

Gifting a parent’s assets using a power of attorney
A FedEx truck sits at a curb at a busy street corner, to play on the words "FedEx delivers bad news."

Investing

Making sense of the markets this week: September 25

Stats Canada lets air out of inflation, the loonie’s performance, FedEx delivers some bad news, and how historically bad...

Making sense of the markets this week: September 25

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Thumbnail reads: 4 Things to consider before putting your money in a TFSA or RRSP

Investing

Video: 4 things to consider before putting your money in a TFSA or RRSP

Video: 4 things to consider before putting your money in a TFSA or RRSP
Thumbnail displays an image of TFSA and RRSP

Investing

Video: The differences between a TFSA and RRSP

Video: The differences between a TFSA and RRSP
Gold coin with the Ethereum logo reflects images of American hundred-dollar bills

Crypto

How the Ethereum Merge affects investors

The Ethereum platform has had a major upgrade, known as “The Merge.” For investors, this means new opportunities—and new...

How the Ethereum Merge affects investors
A man is looking over the city of Stockholm, Sweden, wondering about his investing options as a non-resident of Canada.

Ask a Planner

Can a non-resident open an investment account in Canada?

What are the options for investing as a non-resident of Canada? Which is better: an RRSP or a tax-sheltered...

Can a non-resident open an investment account in Canada?

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A fortune teller symbolizes the revenue releases for Oracle company.

Investing

Making sense of the markets this week: September 18

Interest rates and the markets, Oracle’s earnings report, a look at wealth and happiness, and what’s a “tontine”? ...

Making sense of the markets this week: September 18

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