Before You Invest

Click on the links below to learn about the five things you should know before investing.

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 		 spacer Know Your Goals

Setting your personal investment goals.
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Working with Your Adviser  spacer Know Your Financial Adviser

Choosing and working with a financial adviser.
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Understanding Your Investments  spacer Know Your Investments

Understanding your investments.
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cash.jpg spacer Know the Red Flags of Fraud

Avoiding frauds and scams.
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7307942.jpg spacer Know Who to Call for Help

Find your local securities regulator.
Learn More »

 

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 (Acrobat)documents.  Download Adobe Reader for free.

Visit your local regulator's website for more brochures and resources.

 

Getting Started

Investing basics: Getting startedAcrobat
Investment Planning WorksheetAcrobat
Investments at a glanceAcrobat
Understanding Mutual Funds Acrobat
 

Working with an Adviser

Questions to ask when choosing a financial adviserAcrobat
Working with a financial adviserAcrobat
When your broker calls, take notes Acrobat
 

Frauds & Scams

Investment fraud on the InternetAcrobat
Protecting your money: Avoiding frauds and scamsAcrobat
Scam Artists Pursue Adults over 50 Acrobat
Boiler Room Scams - Could you be vulnerable?  Acrobat
 

For Young Investors

Investments 101 - for youthAcrobat
 

Family Finances

Sandwich Generation: Are you Caught in the Middle?Acrobat

 

Please note: If you would like a hard copy of any of these materials, please contact the regulator in your province or territory directly.