I’ve never been much of a poem person until a few years ago when Edgepoint put out a really excellent holiday poem that summed up the entire year perfectly. It was smart and made me laugh out loud. Here’s another one I’m sharing from our partners at Guardian Capital. I hope you enjoy as much…
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Worldsource 2019 Fee Schedule
Better late then never! I noticed that the last time I posted an update on the fees was 2017. Good news though, they are still the same! These apply to Worldsource Nominee/Self Directed accounts only as a trustee administers them on our behalf. Accounts held in ‘Client Name’ at the fund company directly generally do…
Mutual Fund Distributions Explained (and very well!)
For anyone wanting to know about different types of mutual fund distributions and how each is taxed, TD has put together a really great brochure. Topics include: Fundamentals of distributions, Types of Distributions, Impact of Distributions, ROC Distributions, Corporate Class Funds and Other Considerations Read or download it here. If you have any questions, as…
QROPS - Qualified Recognized Overseas Pension Scheme
by Julie
A QROPS is a Qualified Recognized Overseas Pension Scheme and the ONLY vehicle for which a UK Pension can be transferred into Canada. As of writing this, only ONE company in Canada has been approved by the UK Government as able to open and maintain QROPS accounts. This is a big deal if you already living in Canada…