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Links, Resources, Docs
We’ll keep a selection of tips, articles and links here, for your use and reference. Please let us know if there are other resources you’d like us to include. And – as always – don’t hesitate to send us a note or give us a call.
Solutions Magazine
Winter 2017
Canada’s seniors outnumber the country’s children. The 2016 Census, which counted 5.9 million people aged 65 and over and 5.8 million people aged 14 and under, was the first to reveal this shift…
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Fall 2017
Understanding the difference between a personal financial advisor and “robo-advice”. Comparing software to a relationship with an expert…
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Spring 2017
What you need to know about mutual fund fees. Recently, there has been a lot of marketplace chatter about fees – what they are and how much they cost…
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QuickTips
Online Fraud Prevention
The email message looks legit. It bears your bank’s logo and other identifying information. But the last thing you should do is click on the link or key in any personal information…
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Safe Travels
Given winter’s icy grip, it’s no wonder many of us look forward to getting away at this time of year. In January and February, last year, Canadian residents went on 8.7 million out-of-country trips…
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Links
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