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A managed account is a broad term that has been used in the financial services industry to describe a certain type of investment account where a Portfolio Manager has the discretion to make changes to your portfolio on your behalf (i.e.

A fee-based account is where a fee is charged based on the market value of the assets being managed. This is distinctly different than a transactional account where commissions are charged for every buy and sell transaction.

There are a variety of ways that fraudsters can try to gather your personal information. They can simply try phoning you, pretending to be a legitimate organization, and request information from you verbally.

When clients begin working with The Greenard Group, we will ask them to provide a comprehensive list of information.

It goes without saying that we are all at risk in this electronic age of being exposed to financial fraud. Some people more so than others. In some situations, financial fraud starts by unknowingly providing your personal information.

The Canadian Radio-television and Telecommunications Commission 颅 or CRTC 颅 has the authority to administer the Telecommunications Act, including the National Do Not Call List (DNCL) and 乌鸦传媒鈥檚 Anti-Spam Legislation.

In my mid- to late-20s and early 30s, I travelled throughout 63 countries. I had no real incidents and I attribute that to some good advice I received from a couple of well-seasoned travellers.

A line of credit (LOC) is a debt facility that provides flexibility to access funds quickly, up to an established, approved limit. Having a line of credit can be a great planning tool for future emergencies where you might need access to cash.

Financial freedom is either having the capital available or access to it when needed. Keeping a solid understanding of all the forms of debt you have is key to knowing your purchasing power.

Proper total wealth planning advice involves managing debt, as well as investments.