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Planning

Investment Planning

CUMIS will help you make sense of the sometimes confusing world of investing.

These tools will guide you through the basics of investing and help you determine what type of investor you are.
 
A description of the types of available investments, including guaranteed, market-based funds – fixed income, equities.
 
Diversification is one investment strategy that truly is easy to understand, and can provide important benefits for all investors.
 
Risk and volatility are explained.
Past performance is one key indicator on how well a fund manager's philosophies have worked in the past.
 

Advanced and Hot Topics

Making sense of fund manager style
Fund managers use a variety of investment philosophies, or styles, to invest.

Advantages of Tax Free Savings Accounts
Learn about the single most important personal savings vehicle since the introduction of the Registered Retirement Savings Plan (RRSP).