by admin | Aug 24, 2018 | Blog, Regulatory
Beginning December 10, 2018, investors purchasing exchange-traded funds (ETF) will receive a user-friendly document that provides a snapshot of important information about their investment. They are entitled to receive a copy of these summaries within two days of...
by admin | May 9, 2018 | Blog, Industry Insights
Is ‘socially responsible investing’ just a trend, or a profitable and smart way to invest? Here are the basics on what makes an investment socially responsible, and why it’s here to stay. Are the concepts of making money and making a positive impact mutually...
by admin | Mar 20, 2018 | Blog, Regulatory
March is Fraud Prevention Month. Whether we want to admit it or not, we’re all potentially vulnerable to financial fraud. Here are some tips to help identify potential scams and protect yourself from fraud. In an ideal world, we wouldn’t need to talk about this or...
by admin | Feb 20, 2018 | Blog, Industry Insights
Mutual funds have long been a preferred investment product for Canadians. How have they remained relevant in today’s economy? For most Canadians, mutual funds have long been a favourite for set it and forget it investing when it comes to saving for the future. There’s...
by admin | Jun 16, 2017 | Blog, Industry Insights
Continuing from a previous posting, let’s examine more commonly used acronyms in the investment industry. ACB – The adjusted cost base (ACB) is needed for tax purposes to calculate the capital gain or loss of an investment. An investment’s ACB includes the purchase...
