10 tips to protect your nest egg
As an older individual you are a target for scam
artists. They prey on the perceived vulnerability of
seniors and try separate you from the money, investments and assets that took you a lifetime to accumulate. You can help yourself avoid becoming a victim by following 10 self-defense tips... Topics: Budgeting and money management, Financial planning, Fraud, General, Retirement and pensions, Saving and investing Target audience: General public, Seniors See complete resource details
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Alberta Securities Commission Contact: Jillian Schaal (403) 355-4152
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2022 Budget Submission
A plan is needed to ensure that vulnerable people are not made to repay unmanageable CERB/CRB debts, to pay back the income people lost when their refundable tax benefits were clawed back because of CERB, and to guarantee that CRB and CWLB are not clawed back from refundable tax credit payments in... Topics: Banking, Budgeting and money management, Covid-19, Credit and debt management, Financial planning, Fraud, General finance topics, Insurance, Mortgages and loans, Retirement and pensions, Rights and responsibilities, Saving and investing, Taxes Target audience: Educators, Employees, Entrepreneurs, Indigenous peoples, Newcomers, Parents, Persons with disabilities, Persons with low income, Seniors, Students, The general public, The unemployed / underemployed, Women, Young adults, Youth / youth at risk See complete resource details
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Prosper Canada Contact: Wendy Abbott-Serroul 4169936409
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ACPM Retirement Savings Course
ACPM invites you to participate in a free, online course where you can learn the basics of retirement planning and how to support your financial health and wellbeing at any age.
Course highlights include: self-paced learning on basic retirement savings concepts in simple language; six modules... Topics: Budgeting and money management, Financial planning, Fraud, General finance topics, Retirement and pensions, Saving and investing Target audience: Educators, Employees, Entrepreneurs, Indigenous peoples, Newcomers, Parents, Persons with disabilities, Persons with low income, Seniors, Students, The general public, The unemployed / underemployed, Women, Young adults, Youth / youth at risk See complete resource details
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ACPM Contact: Ruth Morayniss, Director, Communications (416) 964-1260 ext 225
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Action Plan Checklist For Retirement
A step-by-step checklist designed to help you start the process of planning for retirement. Topics: Budgeting and money management, Financial planning, General, Retirement and pensions, Saving and investing, Taxes Target audience: Employees, Entrepreneurs, General public, Seniors, Women See complete resource details
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Retirement in View Contact: Ayana Forward, CFP® (613) 416-9593
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Affinity Fraud Prevention Checklist
Did you know that many people turn to their family, friends and co-workers as sources of information when it comes to investing?Scam artists know this and they take advantage of this intrinsic trust within a close group in order to orchestrate an investment fraud - this is called “affinity fraud”.... Topics: Budgeting and money management, Financial planning, Fraud, General, Retirement and pensions, Saving and investing Target audience: General public See complete resource details
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Alberta Securities Commission Contact: Jillian Schaal (403) 355-4152
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Animated videos show how the Canada Pension Plan works
Our Canada Pension Plan animated videos simplify the complexity about the CPP by using analogies and creative visuals. We show how the CPP works - without the complex math! Topics: Budgeting and money management, Financial planning, General finance topics, Retirement and pensions, Rights and responsibilities, Saving and investing, Taxes Target audience: Educators, Employees, Parents, Persons with low income, Seniors, The general public, The unemployed / underemployed, Women, Young adults See complete resource details
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Finepoint Solutions Inc. Contact: Jason Yee 306-979-4042
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Annuities
An annuity is a contract that allows you to receive a series of regular payments for a pre-determined period of time for a given purchase price. Topics: Retirement and pensions Target audience: General public See complete resource details
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AMF Quebec Contact: Autorité des marchés financiers (877) 525-0337
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Annuity
An annuity protects you from the risk of outliving your money and helps to cover basic expenses in retirement.
Topics: Financial planning, Retirement and pensions, Saving and investing Target audience: General public, Seniors See complete resource details
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Sun Life Financial Contact: Sun Life Financial 1 (877) 786-5433
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Annuity Calculator
Use our annuity calculator to find out how much retirement income you can get from a life annuity and see how it compares to income from a GIC or RRIF. Topics: Financial planning, Retirement and pensions, Saving and investing Target audience: Seniors See complete resource details
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Sun Life Financial Contact: Sun Life Financial 1 (877) 786-5433
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Are you financially prepared for what's ahead?
This bulletin was developed to help seniors make informed decisions when working with a financial advisor. It provides seniors with helpful tips and lists free, easy-to-use resources and tools from IIROC that seniors can access online to learn more about their advisor. Topics: Retirement and pensions, Saving and investing Target audience: Seniors See complete resource details
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Investment Industry Regulatory Organization of Canada Contact: IIROC Complaints & Inquiries 1-877-442-4322
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