Note: all links below are PDFs and will open in a new window.
Canadian Securities Administrators
Before You Invest
Click on the links below to learn about the five things you should know before investing.
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Know Your Goals
Setting your personal investment goals. |
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Know Your Financial Adviser
Choosing and working with a financial adviser. |
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Know Your Investments
Understanding your investments. |
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Know the Red Flags of Fraud
Avoiding frauds and scams. |
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Know Who to Call for Help
Find your local securities regulator. |
Online Brochure Library
Check out our library of online brochures you can download and print for free. You’ll need Adobe Reader to view our PDF documents. Download Adobe Reader for free .
Visit your local regulator’s website for more brochures and resources.
Note: all links below are PDFs and will open in a new window.
Getting Started
- Investing basics: Getting started
- Investment Planning Worksheet
- Investments at a glance
- Understanding Mutual Funds
Working with an Adviser
- Questions to ask when choosing a financial adviser
- Working with a financial adviser
- When your broker calls, take notes
Frauds & Scams
- Investment fraud on the Internet
- Protecting your money: Avoiding frauds and scams
- Scam Artists Pursue Adults over 50
- Boiler Room Scams – Could you be vulnerable?
For Young Investors
Family Finances
Please note: If you would like a hard copy of any of these materials, please contact the regulator in your province or territory directly.
Office of The Superintendent of Securities, Newfoundland and Labrador
Canadian Bankers Association
All links open in a new window/tab.
The Your Money Network offers a basic understanding of finances – from drawing up a personal budget, to understanding how the Bank Rate of the Bank of Canada affects the cost of a personal loan. The resources will help young people understand the financial world, and their own place in it.
North American Securities Administrators Association
Investment Fraud Awareness Quiz
The North American Securities Administrators Association (NASAA) and the Canadian Securities Administrators have collaborated on a quiz to help you identify your vulnerability to fraud. Take the 12-question quiz and learn what you can do to avoid becoming a victim of investment fraud.
Senior Investor Resource Center
Education and awareness are your best weapons in the fight against investment fraud. As the oldest international investor protection organization, NASAA is pleased to provide the tools you can use to protect yourself against investment fraud.
North American Securities Administrators Association
Investing Online Resource Center
The Investing Online Resource Center is the only independent, non-commercial organization dedicated solely to serving the individual consumer who invests online or is considering doing so.
The IORC is funded by the North American Securities Administrators Association (NASAA) , the Washington State Department of Financial Institutions and the nonprofit Investor Protection Trust . The Investing Online Resource Center is an official project of NASAA.
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