Getting good advice

Working with a financial advisor can have a significant positive impact on your wealth. Whether it’s being better prepared for retirement or developing a successful savings discipline, having a good relationship with your financial advisor can have a meaningful impact on your ability to reach your financial goals.

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Get tips, tools and resources to develop your financial plan.
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Three ways a financial advisor can add value

Learn why getting help from an advisor to invest, manage taxes and protect your family may be worth the cost.
 

About fees: MERs explained

Learn about management expense ratios.

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RRSP and tax FAQ
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Four reasons to consolidate accounts

Here are four things that may help simplify your financial life if you decide to consolidate your financial accounts into one place. 

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7 good reasons you might not want to buy a house

Learn here why you should potentially reconsider buying a home.

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How currency impacts your investments

Currency fluctuations are an everyday part of life – and they can also affect your investments.

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Eight tips: Talking money with adult kids
Here’s how parents and young adults can benefit from being more frank about finances. 
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Update on private corporation tax proposals

November 2017 – Read an update on the tax measures proposed by the federal government to address the tax-planning strategies the government believes are unfair.

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Growth vs. value investing

Both types of funds seek to provide the best possible returns. The difference is in the approach they take, the way they pick stocks, and the types of markets for which they are best suited.

Read a fund’s or pool’s prospectus or offering memorandum and speak to an advisor before investing. Read our privacy policy. By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.

This site is for persons in Canada only. Mutual funds and ETFs sponsored by Fidelity Investments Canada ULC are only qualified for sale in the provinces and territories of Canada.

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