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Kemi Dada
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Decks in this class (26)
Investments
What is the coupon rate of a bond,
What is an extendible bond,
What is a retractable bond
55
cards
CPP Basic Info
Who administers cpp,
What are the benefits of the cpp,
Who is exempt from contributing t...
13
cards
Behavioural Finance
What are heuristics,
What are the three key elements o...,
What is conservatism bias
18
cards
Financial industry
Which authority protects investor...,
List 3 objectives of securities l...,
What are self regulatory organiza...
37
cards
Financial Management
How is the gdsr and tdsr calculated,
What is the interest rate differe...
2
cards
Tax planning
What are the attribution rules re...,
What is the value at which proper...,
When does a transfer of property ...
90
cards
EI, WC, CCB
Who are the people that can colle...,
Under ei which individuals do not...,
Under special circumstances what ...
28
cards
RDSPs
What is an rdsp,
What is the maximum room for an rdsp,
Are rdsp contributions tax deduct...
19
cards
RESPs
What is an resp,
What are the key roles involved i...,
What are the types of resp plans
47
cards
Estate Planning
When is a general power of attorn...,
When does a general power of atto...,
What is the difference between a ...
121
cards
Insurance
What are the tax implications for...,
What are the tax implications of ...,
What is the income gain in a part...
5
cards
Legal Fundamentals
Every contract that does not incl...,
What are the circumstances that c...,
What is undue influence
64
cards
Retirement Planning
What is the difference between an...,
What are acceptable examples of i...,
What are the generally accepted p...
3
cards
Reverse Mortgages
What is a reverse mortgage,
Does a reverse mortgage affect oa...,
Who can access a reverse mortgage
10
cards
RCAs
What is a retirement compensation...,
What is an rca used for,
What is the taxation on rca
7
cards
Annuities
When may an investor purchase an ...,
A registered annuity can be purch...,
Does an annuitant have to pay tax...
31
cards
RRIFs
Can an individual contribute dire...,
What is a prescribed rrif,
Can a rrif be owned by an employe...
25
cards
LIFs, LRIFs & PRRIFs
What are the options for funds be...,
What are the special circumstance...,
What are prrifs
19
cards
Registered Pension Plans
What are the types of pension inc...,
What are the types of income that...,
What is a defined benefit pension...
40
cards
RRSPs
What are the non qualified invest...,
What are the tax consequences on ...,
What are the options or plans tha...
93
cards
Allowance
What is an allowance,
Who is eligible for an allowance,
What is the maximum allowance ben...
10
cards
OAS
What is the oas,
What are the benefits that fall u...,
What benefit does not require inc...
22
cards
GIS
What is gis,
Who qualifies for gis,
If mary has the same exact level ...
7
cards
CPP Contributions & Benefits - Tax
What are the tax implications of ...,
What are the tax implications of ...,
What are the tax implications for...
5
cards
CPP's Benefits For Survivors
What are the three main benefits ...,
What are the basic eligibility re...,
If there is no estate to receive ...
11
cards
CPP Disability Benefit
What does the cpp disability bene...,
Who is eligible for cpp disabilit...,
What do the benefits consist of
6
cards
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