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Financial Literacy

Knowledge Centre


We believe in the value of sharing financial knowledge.

As professionals in our industry, we understand the benefits and the risks associated with financial products and services, and work to keep you educated and informed so that you can feel confident in your financial strategy and future financial decisions.

FAQs


Do I need a financial Advisor?
Is my Securities Advisor Registered?
Which certifications should my financial advisor have?
What does the CFP designation mean?
What do I bring to an initial meeting?
What is Estate Planning?
Where can I find Tax receipts and slips?
What are trust services?


Glossary of terms


Annuities
Bonds
Guaranteed Investment Certificate (GIC)
High-interest savings account
Life Insurance
Mutual Funds
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Segregated Funds
Stocks
Tax-Free Savings Account (TFSA)
Term Life
Universal Life Insurance

An investment in knowledge pays the best interest.

Benjamin Franklin

A climate friendly approach to investing
New investment solutions favour companies with strong strategies to reduce carbon emissions.

The value of advice
The value of advice in planning your financial future

What is an ETF?
If you’ve overheard any conversations about investments or seen finance programs on television, you’ve likely heard the term "ETF".