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Brochures


Read or download brochures from the Investor Education Fund, the Ontario Securities Commission, the Canadian Securities Administrators and other partner organizations to learn more about a variety of money management and investing topics.



Investment fraud on the internet
The Internet is a quick and easy way for scam artists to find potential victims. Find out how to protect yourself. (CSA)

 

Investments 101
Investing can help you save money to do the things you want to do. Learn about different kinds of investments and how they work. (CSA

 

Investments at a glance
This guide tells you about different kinds of investments and helps you compare the risks, returns and costs of different investment choices. (CSA)


Researching your investments
This guide describes what to look for before you invest, where to find information and some tips for protecting your investments. (OSC)

 

   
   
Understanding mutual funds
Thinking about investing in mutual funds? They can help you save for your goals. But they also have their risks. This guide helps you learn more. (CSA

Saving for your child’s education – RESPs
There are different kinds of RESPs to choose from, so shop around to find the plan that’s best for you. This guide helps you get the facts before you invest. (OSC)

 

   
   
RESP checklist
RESPs can be an effective way to save for school, but different plans have different features, risks and costs. Use this checklist to learn more. (OSC)

Borrowing to invest
Borrowing to invest can be an effective way to boost your returns, but it involves more risk than paying outright with cash. This guide helps you learn more. (OSC)

 

   
   
Sandwich generation: Are you caught in the middle?
Are you responsible for the support of dependent children and elderly family members? Get tips to help balance your family’s financial future. (CSA)

Questions to ask when choosing a financial adviser
Choosing a financial adviser is a big decision. An adviser can help you set goals, choose investments and track your progress. Learn what to ask.
(CSA)

 

   
   
Working with a financial adviser
Need help choosing the right adviser? This guide helps you understand what type of adviser you need, and how to make the most of the relationship.
(CSA)

Investment fraud checklist
Before you invest, ask yourself these questions.
(OSC)

 

   
   
Protect your money: Avoiding frauds and scams
How can you tell what’s too good to be true? This guide helps you recognize and avoid frauds and scams. (CSA)

Scam artists pursue adults over 50
Are you concerned about having enough money for your retirement? That could make you a prime target for investment fraud. Learn what to watch for. (CSA)
   
 

 

 

Scam promises big profits in company “about to go public”  
Has someone told you there’s a way to make a huge profit if you invest in a company about to go public? Learn how this scam works. (CSA)

Getting help with your complaint
This guide outlines what to do if you believe you were unfairly treated or given poor investment advice.
(OSC, IIROC, MFDA, OBSI)
   

 

 

   
Boiler room scams: Could you be vulnerable?
Have you received an unsolicited phone call about an investment opportunity? It could be a scam. Here’s what to watch out for. (CSA)

Ontario edition: Registered Disability Savings Plan (RDSP)
This guide will help Ontario residents understand what an RDSP is, how to open an RDSP and answer some common questions around the plan. (PLAN)
   
 

 

 

Registered Disability Savings Plan (RDSP)
This guide will help you to complete each of the steps needed to become eligible for an RDSP, open an RDSP and manage your money. (PLAN)

Adapting: Financial Planning for Life with Multiple Sclerosis
This guide will help you to take a clear look at your income, assets, debts, benefits, and other resources to help you navigate the financial challenges that can accompany MS.
(Multiple Sclerosis Society of Canada)

Investing basics: Getting started
Most people know they should play a more active role in their investments but they often don’t know where to start. This guide helps you get on your way. (CSA)