…research report that identifies behaviourally informed ways to improve how investment fees are communicated to investors by their registered dealers, advisers, and their registered representatives (registrants). The report also includes…
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Retirement Readiness: Canadians 50+
…recently announced the Committee’s first members for 2016 – 2017. The Committee will advise OSC staff on securities-related policy and operational developments that impact older investors and will provide input…
Financial Life Stages of Older Canadians
…they do? A new study commissioned by the Ontario Securities Commission (OSC) provides some of those insights and more. Financial Life Stages of Older Canadians, a national study conducted for…
Steps to offering a financial lifeline
There are many reasons why someone might be struggling financially. Job loss, health challenges, or a sudden financial emergency could cause hardship, preventing someone from staying afloat. In times like…
ESG ratings and retail investor decision making
…with your priorities and avoid those that don’t. ESG funds use different strategies to achieve their ESG objectives. Some funds focus on a specific area of ESG, rather than all…
Tracking your investing returns
…any fees you paid to hold, buy and sell the investments, and consider taxes. To estimate your rate of return, take the current value of your investments, then subtract the…
TBA Coin
…fintech companies to help them navigate legal requirements and strives to keep regulation in step with digital innovation. The OSC has also prepared a number of resources to help investors…
How to budget for charitable giving
…donating to charities in Canada. Charities and non-profits aren’t always one and the same. A non-profit may be, but isn’t necessarily, also a registered charity. Only registered charities can issue…
Medical and attendant care expenses
…can claim You can claim expenses like premiums paid to private health care plans and the cost of eyeglasses and hearing aids. Learn more about which expenses you can claim….
What is a trade confirmation slip?
…fees on trades you make yourself. Make sure to check the fees involved in any investing transaction. The more frequently you make trades, the more fees you’re likely to accumulate….