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Investing

What to know about the know-your-client forms

If your advisor doesn't fill one in for you, is he disciplined?

What to know about the know-your-client forms
return assumptions

Investing

It’s time to reset your return assumptions

Historical returns are no longer a good gauge of how a portfolio could perform over time

It’s time to reset your return assumptions
estate planning

Financial Planning

How can I leave my dog to my daughter when I die?

Consider creating a trust and specifying who gets the money

How can I leave my dog to my daughter when I die?
how to get out of debt

Taxes

5 end-of-year tax tips that’ll save you money

Get every tax break coming to you for 2016

5 end-of-year tax tips that’ll save you money

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Meet an Approved Advisor: Jacqueline Skinner

She's from Midland, Ont. and specializes in divorce planning

Meet an Approved Advisor: Jacqueline Skinner

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Comparing rates of return

If a mutual fund’s rate of return is 4% and an ETF’s is 4%, are they equal?

Comparing rates of return

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How the heck is Lorelai from Gilmore Girls not broke?

With a salary of around $47K, all that take-out seems unreasonable

How the heck is Lorelai from Gilmore Girls not broke?
tfsas

TFSAs

How retirees can use TFSAs to save on tax

Find the cash to fund this year’s TFSA contribution—it's worth it

How retirees can use TFSAs to save on tax

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Financial Planning

Tame the debt monster

If we want to get out of our debt cycle we need to plan a way out of bad...

Tame the debt monster

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