Investor Education

Get informed with investor education content.

Demystifying certain beliefs about finance that sometimes influence our behaviours
Separating some myths from reality in times of high market volatility.
27 September 2022
Understanding mutual fund fees: the management expense ratio (MER)
The advantage of investing in mutual funds is that assets are managed through a rigorous process that requires skills, expertise and market knowledge.
07 June 2022
Women and Wealth
Some tips and resources to guide women investors
14 February 2022
A tax-efficient series
The T Series is specifically designed for investors who want to receive a stable monthly income that is also tax-efficient.
05 January 2022
When it comes to estate planning, getting professional advice is worth it
Some advice from Dr. Toms Deans on will and estate planning and an overview of the key role of professionals throughout the process.
21 December 2021
Looking ahead to 2030: Saving and changing the world with the UN Sustainable Development Goals
On September 25, 2015, the member countries of the United Nations (UN) adopted the 17 Sustainable Development Goals (SDGs), an action plan to fight against poverty, safeguard the planet and improve the lives of people around the world.
07 September 2021
Why you should stay invested when markets are volatile
Though negative market performance is enough to make even the most seasoned investor panic, it’s not always a sign to abandon ship.
30 April 2021
Actively managed bond ETFs are a must in these uncertain times
While it is true that for several years almost all of the bond ETFs available in Canada were passively managed, there has been a shift in recent years towards actively managed bond ETFs.
22 October 2020
The advantages of opting for a registered education savings plan
Here are some important points you need to know about making registered education savings plan contributions before you get started.
27 July 2020
What you need to know to invest sustainably
Sustainable investments are so much more than just a product trend. It's an investment philosophy that goes over and above return on investment calculations.
26 March 2020
Put aside enough to power your dreams in retirement
Whether it’s taking a road trip out West, relaxing at the cottage with loved ones or simply pursuing your interests, retirement is a special time to spend doing the things you love.
23 March 2020
How to choose between an RRSP and a TFSA
Is it better to contribute to a Registered Retirement Savings Plan (RRSP) or a Tax-Free Savings Account (TFSA)?
24 February 2020
Will you have the means to retire?
Many factors play a part in the outcome of retirement planning, like lifestyle, future projects, and investments. The secret to a happy retirement is preparation: here are some guiding principles on how you can best prepare for the big event.
19 February 2020
RDSPs: helping people with disabilities save
Registered disability savings plans allow parents or caregivers to ensure the long-term financial security of loved ones living with a disability.
20 January 2020

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