Infographics

Our interactive infographics provide insight into investing in Canada. These include key findings from our research and tools to help you make informed financial decisions.

Equity crowdfunding: A primer for Ontario investors Equity crowdfundingEquity crowdfunding Equity crowdfunding allows new business or start-ups to raise capital by selling many small stakes, usually in the form of shares, to a large number of investors over the internet. In return for their money, investors are given a small stake in a business.+ read full definition is now an option available to Ontario investors. Learn more about what it is, what the risks are, and what you need to know about this kind of investing.
Service expectations of financial advisors Using the findings from the Mystery Shopping for InvestmentInvestment An item of value you buy to get income or to grow in value.+ read full definition Advice report, we’ve identified key areas of service and have listed both the compliant practices and what’s considered “best practices” or “gold star service” for each.
Retirement ramp-up Recent OSCOSC See Ontario Securities Commission.+ read full definition research discovered 3 key lessons to follow as you ramp up to retirement.
Who’s who in the investment industry? Learn about the common types of professionals in the investment industry, the education they have, and what they can and can’t sell to you.
How time horizon affects risk and return Over longer periods of time, stocks have historically produced positive returns that can offset short-term risks.
Risk and diversification Learn how diversification lets you reduce the risk of your portfolio without sacrificing potential returns.
Risk by asset class Understanding the risk characteristics of each asset class can help you decide how to balance your portfolio.
Who’s who in Canadian markets When you buy and sell securities, your money flows through a network of advisers, dealers and marketplaces. Learn how market participants interact.
Making a complaint Consider these services and procedures when you file a complaint against your investment firm.
Is your retirement plan adding up? As Canada’s population ages and household debt levels increase, research shows that for homeowners aged 50+, the answer to this question may be no.
The Canadian Money State of Mind Risk Survey 2014 A survey explored behavioural and economic factors that affect Canadians’ risk-taking when investing.
Youthonomics: financial literacy in high school Against the backdrop of rising post-secondary debtDebt Money that you have borrowed. You must repay the loan, with interest, by a set date.+ read full definition, a study explored early contributing factors among Ontario high school students aged 14-18.
Savings crisis: 20 years in the making Against the backdrop of decreasing savings and increasing debt, a survey explored the consequences of inaction and a household savings crisis, 20 years in the making. Understand the contributing factors, and how small steps can make a difference.
Savings and the art of avoidance Canadians from four different income brackets were asked why they feel they can’t save on a regular basis. See what they described as the barriers to saving and investing, and how these can be overcome.
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