Looking for a particular tool, video, website reference or document contained in the guide? These are available under Guide Resources for quick reference.
You can access Top 10 Takeaways, a printable pdf Guide Booklet and Key Topic Webinars under Supplementary Resources. Some basic financial literacy supplements have also been provided in the Supplementary Resources area.
Guide Resources
Tools and Calculators
Compound Interest Calculator OSC
https://www.getsmarteraboutmoney.ca/calculators/compound-interest-calculator/
Search if Registered Tool CSA
https://www.securities-administrators.ca/nrs/nrsearchprep.aspx
How to Get Your Money Back CSA
https://www.securities-administrators.ca/investortools.aspx?id=1002
Fee Calculator OSC
https://www.getsmarteraboutmoney.ca/calculators/fee-calculator/
Financial Certifications Lookup IIROC
https://www.iiroc.ca/investors/UnderstandFinCert/Pages/default.aspx
Fee-for-service Planners List John Robertson
https://docs.google.com/spreadsheets/d/1iGzy9kkSXqjGbhXfcfczs9qwSQfI1PdRuNUOMybxvl4/edit#gid=0
Advice-only Planners Directory
https://www.adviceonlyplanners.ca/
Videos
NSSC Investor Education
https://nssc.novascotia.ca/investor-education-videos
CSA Understanding Investment Statements
https://www.youtube.com/watch?v=lJKpGncw7HA&list=PLU-zQsBk1E6bUZcWOYUWaZIUeWFBnJt_U&ab_channel=CSAACVM
John Robertson The Value of Simple Presentation
https://www.youtube.com/watch?v=EEZR8Kyafmk&feature=youtu.be&ab_channel=JohnRobertson
Identifying Investment Mismanagement OIPR
https://www.osgoode.yorku.ca/community-clinics/investor-protection-clinic/points-of-interest/
BCSC Recognizing Investment Fraud
https://www.investright.org/fraud-awareness/avoid-investment-fraud/investment-fraud-explained/
Key Infographics
Checklists and Documents
Supplementary Resources
Listen to Investor Nuggets
Listen to Top 10 Takeaways
Read or Print Top 10 Takeaways
Investor Stories Podcasts
Guide Bookmark
A handy reference for you to print and use.
Guide Booklet
Need a printable reference document that highlights key points and tools from our guide? Download our booklet.
Key Topic Webinars
Financial Literacy Resources
Sign up to receive the Globe and Mail's Carrick on Money newsletter for current information on saving and investing from trusted personal finance columnist, Rob Carrick.
https://www.theglobeandmail.com/newsletters/
For one-page summaries of common financial literacy topics, use these handy "Just the Facts" sheets from CPA Canada.
pdf
Financial Literacy Topics CPA Canada
(1.30 MB)
Build your confidence and make better financial decisions with this comprehensive program from the Financial Consumer Agency of Canada.
https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit.html