Banking

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The B-Word That Everyone Hates

It's the most powerful tool in our financial toolkit -- so why do so many of us run screaming from this exercise? At its most basic level, it's a personal money plan requiring a little bit of addition and subtraction. It's a plan that allows you to take control of your financial situation and live within your means.
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CRM2: When Disclosure Fails To Disclose

The Client Relationship Model - Phase 2 (CRM2) is a new set of industry regulations meant to provide Canadian investors with more details on their investment costs and performance. It was developed by the Canadian Securities Administrators, an organization representing Canada's investment industry regulators.
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Will Banks Be Run By Robots In The Future?

ider and consumer. We can work towards providing objective investment advice, free of vice and bias. Think of the pain and loss that could be avoided if human error and greed were removed from finance. Imagine if we could remove the weight of unmanageable debt with smarter risk assessment. What if we could help people make better decisions about their money and offer access to knowledge currently limited to high-earners and high-rollers? We can.
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What New Canadians Need To Know About Buying A Home

While the prospect of purchasing a home for the first time in Canada is an exciting and important step, many newcomers choose to rent for the first several months to a year (or longer) after their arrival. Before deciding whether to rent or buy, it's important that you know what you can afford, weigh the options available and take the time to make the right decisions that will ensure a successful future in Canada.