The Fund has sponsored many different types of projects with funding amounts ranging from $5,000 up to a multi-year project funding of $300,000. Below is a sample list of projects we have funded.
Programs
Events
Resources
Sample List of Projects We Have Funded
Cambridge Chamber of Commerce – 2006/2007
The Investor Education Fund sponsored the Cambridge Chamber of Commerce's Funny Money initiative to deliver financial education to high school students. The one-hour Funny Money presentation is delivered by award-winning comedian James Cunningham. The program reached 52,521 grade 11 and 12 students in 110 schools at 28 school boards across Ontario. Funny Money raised awareness of money matters and motivates students to take an active part in managing their finances. Funny Money complements the Fund's Taking Stock in Your Future program which helps educators teach financial life skills in the classroom.
The Cambridge Chamber of Commerce is a business membership driven organization, committed to enhancing and fostering community prosperity. With its 1775 members, the Cambridge Chamber of Commerce is one of the largest Chambers in Ontario. The Chamber runs over 320 events and programs a year, designed to connect business to community. It also manages and administers the day-to-day operations of tourism for the City of Cambridge, and operates the plant tours of the Toyota manufacturing facility in Cambridge.
Toronto District School Board - 2005
The Investor Education Fund sponsored the Financial Securities Portfolio Competition for high school students. The competition challenged students' money management skills, and ability to apply assessment strategies to client portfolios. A total of 119 students participated in the competition and 14 students won cash prizes.
The Toronto District School Board is the largest school board in Canada and among the largest in North America. The Board's mission is to enable all students to reach high levels of achievements and to acquire the knowledge, skills and values they need to become responsible members of a democratic society.
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Events
Canadian Conference of Mennonite Brethren Churches (CCMBC) - 2008
The Investor Education Fund partnered with the Canadian Conference of Mennonite Brethren Churches (CCMBC) and the Ontario Securities Commission (OSC) to deliver 24 seminars to over 600 community leaders, seniors and church members in the Niagara and Waterloo regions. Staff of the OSC present the seminars to address the increasing investment frauds and scams issues targeting seniors and religious affinity groups.
Canadian Conference of Mennonite Brethren Churches (CCMBC) is a Christian church denomination consisting of approximately 267 churches in Canada with about 55,000 members and attendees. CCMBC is part of a world-wide Mennonite Brethren denomination of over 400,000 people.
Financial Capability Symposium - 2005
The Investor Education Fund sponsored Canadians and Their Money: A National Symposium on Financial Capability. Social and Enterprise Development Innovations, the Financial Consumer Agency of Canada and the Policy Research Initiative partnered to host this first-ever national symposium on financial capability to discuss what is currently being done and what can be done by the private and public sectors to improve financial capability in Canada. Approximately 150 participants attended the symposium. Participants were senior level decision makers within the government, non-profit and business circles, as well as senior researchers.
Holly Street Advocacy Centre for the Elderly Inc. - 2004
The Investor Education Fund sponsored five, one-day elder abuse training sessions for 460 front-line responders to raise awareness about elder abuse.
Financial abuse is the most commonly reported form of elder abuse. Participants in the training included police officers and community service providers, as they play a key role in identifying and preventing elder abuse. Their participation in these training sessions will result in the decreased victimization of seniors, increased identification of potential victims and knowledge of current fraud schemes, increased knowledge of the overall problem/dynamics of elder abuse and thousands of seniors becoming financially literate, aware of their rights and less likely to be victimized.
The Holly Street Advocacy Centre for the Elderly Inc. (ACE) is a registered charity. ACE provides direct legal services to low-income seniors, public legal education and engages in law reform activities. ACE services and activities are in relation to areas of law of special importance to the seniors' population.
ABC's of Fraud Conference - 2003
The Investor Education Fund helped fund the ABC's of Fraud Conference, May 9-11, 2003 in Ottawa. The ABCs of Fraud program involves over 120 volunteer speakers from Vancouver to St. John's who have been recruited and trained to deliver interactive presentations to older adults in their clubs, churches, recreation facilities and social gatherings. Over 100 volunteer speakers from across the country participated in the Ottawa conference to learn more about the emerging frauds of investment scams, identity theft, and internet fraud.
The Volunteer Centre of Toronto initiated the ABCs of Fraud® program in 1996. In 1998, Scotia Bank became a sponsor and the program developed across Canada. Since 1996, over 1700 presentations have been made to over 54,000 older adults.
2nd Annual Individual Finance and Insurance Decisions (IFID) Centre Conference - 2002
The Investor Education Fund helped fund the Individual Finance and Insurance Decisions (IFID) Centre's 2nd Annual Conference on Personal Risk Management. Over 80 participants attended the conference that was held on November 21, 2002 at The Fields Institute in Toronto. The event was dedicated to the topic of Personal Finance and Insurance Issues and focussed on applying quantitative and rigorous financial techniques to the decisions individuals face in their daily life.
The Individual Finance and Insurance Decisions (IFID) Centre is a non-profit organization, which conducts research in the field of financial risk management for individuals. It is associated with the Fields Institute (UT) and the Schulich School of Business at York University.
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Resources
Calgary Chinese Cultural Society - 2005
The Investor Education Fund, together with the British Columbia Securities Commission and the Alberta Capital Market Foundation, sponsored the development of an Online Investor Education Program for Chinese immigrants. Six online video segments were produced focusing on investor education messages such as understanding the Canadian capital market, the basics of investing, how to choose a financial adviser and how to avoid frauds and scams. This program is presented in video format in English, Mandarin and Cantonese. It targeted about 300 Chinese associations across Canada, 100 organizations in B.C., 80 in Alberta and 120 in Ontario. View videos.
The Canadian National Institute for the Blind (CNIB) - 2005
The Investor Education Fund has sponsored the creation of the Investor Education Fund Collection for the CNIB Library. Funding was provided to make the Fund's web content accessible to three million Canadians who cannot read ordinary print. The information was translated into audio-book, Braille and electronic formats.
The Canadian National Institute for the Blind is a national, voluntary, not-for-profit organization that provides services at no cost to anyone who is print disabled. It is one of the most pre-eminent rehabilitation agencies and a world leader in the development and delivery of mobility, library and other special technologies. CNIB offers services to anyone who needs them, from young children, to working-age adults and senior citizens who have a vision problem that cannot be corrected using ordinary lenses.
Ontario Council of Agencies Serving Immigrants (OCASI) - 2004
The Investor Education Fund provided funding to develop a newcomers investor education kit. The kit was translated into 6 languages: Chinese, Russian, Spanish, Urdu, Arabic and Filipino. Having access to investment materials in their own language will increase newcomers’ interest in investing and help them become better informed about the investment environment in Ontario. Over 1500 copies of the kits were made available for distribution through OCASI’s 160 member agencies. The kits can also be accessed online through www.settlement.org and www.GetSmarterAboutMoney.ca.
OCASI is a broadly based coalition of immigrant service agencies from all regions of Ontario. The Council was formed in 1978 to act as a collective voice for immigrant serving agencies and to coordinate responses to shared needs and concerns. The Council also facilitates the exchange of information and training among its member agencies, reinforcing their common goals.