Brochures

Read or download brochures 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 scamScam When someone tries to make money by misleading or tricking another person.+ read full definition 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 investmentInvestment An item of value you buy to get income or to grow in value.+ read full definition choices. (CSA)
Researching your investments  This guide describes what to look for before you investInvest To use money for the purpose of making more money by making an investment. Often involves risk.+ read full definition, where to find information and some tips for protecting your investments. (OSCOSC See Ontario Securities Commission.+ read full definition)
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, OBSIOBSI See Ombudsman for Banking Services and Investments.+ read full definition)
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 RDSPRDSP See Registered Disability Savings Plan.+ read full definition 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)
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