What to know about the know-your-client forms
If your advisor doesn't fill one in for you, is he disciplined?
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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?
What is in a financial plan?
Here's exactly what a financial plan from a fee-only planner entails.
Can I leave money to my niece through a codicil?
It's not the quick and easy option you think it is
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Should you wait out an investment loss?
Jordan racked up a big loss over the past three years and isn’t sure he can take it anymore,...
The capital gains move you don’t want to make
Don't forget the 30-day rule, or face the ire of the CRA
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Can I reset my TFSA?
John has lost money in his TFSA and he wants to figure out the best way to make lemonade...