We’ve expanded our lineup of resources, making it easier for you to discover, plan and act on the right opportunities.
Research in the field of behavioural finance shows that investors who establish clear specific goals are more successful. So we've incorporated new tools for registered accounts to help clients reach their goals. Our registered accounts page now allows clients to set goals, see and keep track of their contributions for their TFSA and RRSPs. They can also easily take actions like adding or transferring funds, and access education resources.
Many clients, especially retirees, depend on income. Our popular Income View now displays recent and future income events. Clients can see dividends, including frequency, a quarter ahead, to help them with their day-to-day financial planning.