Jordan Wealth Management Group - ScotiaMcLeod Truro

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Investor Education

Guide to Preferred Shares 2011

This sixty page report explains changes that ocurred with preferred shares in the past year and explains the different types of preferred shares, their benefits and risks. Click here to read the report.

Guide to Fixed Income Securities 2010

This report explains what Fixed Income Securities are, why you should consider investing in them, explains the many forms of fixed income investments available, talks of the rewards and risks possible, and gives detail on many of the special terms to take advantage of or be careful about. Click here to access the full report.

Webcasts

As the World Turns, Insight into 2010

Recorded: November 2009

Topic: As the World Turns, Insight into 2010

Warren Jestin, Senior Vice-President & Chief Economist, Scotiabank

Family Law Implications of Estate Planning

Recorded: November 2009

Topic: Family Law Implications for Estate Planning

Pina Melchionna – National Director of Will and Estate Services

CIPF and CDIC Comparison

Canadian Investor Protection Fund (CIPF) & Canadian Deposit Insurance Corporation (CDIC) CIPF provides coverage for investor assets in all IIROC- regulated firms. CDIC’s deposit insurance insures Canadians’ savings against the failure of a CDIC member, such as a bank or other financial institution. See chart here.

10 Questions to Ask Your Planner

You may be seeking help from a financial planner for a number of reasons: planning for retirement, finding the best way to finance a new home, saving for your children's education or simply to get help putting finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future. Read more.

Find Ted's responses to these questions here.

Reduce Taxes: Tax-loss selling by your spouse

Do you have tax losses that you can't use, but maybe your spouse/common law partner can? If so, this brief article will show you one way you might be able to transfer your losses to your spouse and save some taxes sooner rather than later. Read more

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