About Tax

Income taxes are a critical aspect of financial planning.  Being aware of the implications of tax on a portfolio of investments is a necessary first step to managing tax liability. To find out more about general tax information or to learn about potential opportunities that will allow you to optimize your tax situation, please visit our Maximize After-Tax Returns section.

About Investing

The more you know about investing, the better you can communicate with your financial advisor. We have compiled information that defines different investments styles that are used by different investment managers. To broaden your investing knowledge, please examine the About Investing section.

About Registered Accounts

Registered accounts such as RRSPs are the foundation of investment planning and retirement saving.  To learn important information and dates regarding your registered accounts, click on the About Registered Accounts section.

Quick Facts for Investors

Working with your financial advisor to select a fund that meets your financial needs is the most important step in choosing to invest with us. Before you make a final decision, you should also consider the following administrative information in our Quick Facts for Investors section.