Investor Tools

Overview

Why do people spend more time buying a new car or planning a vacation than investing their life savings? If you're ready to take a more active role in your financial future, you're in the right place. Use these tools and resources to help you along your investing journey.

Investing Basics	Working With Your Adviser
Know where you're going with your investments Set financial goals and understand your risk tolerance.	Know who you're dealing with Choose a financial adviser and make the most of the relationship.
Understanding Your Investments	Avoiding and Reporting Fraud
Know what you're investing in Be an informed investor about different types of investments and the costs and risks involved.	Know the Red Flags of Fraud Protect your money - learn to recognize, avoid and report
Young Investors	Brochures
Investing 101 Become financially fit with these online, classroom and family finance resources.	Free downloadable resources Our guides can help you learn even more about investing.

Quick Links

Do a background check before you invest:

Are they registered ? Check Registration of the company and salespersons

Check the Disciplined Persons List for past disciplinary action

Check for Cease Trade Orders against a person or company

Check the Investor Alerts issued by CSA Members

Contact your Local Regulator if you have questions or concerns