Factsheets

Get a handle of the foundation of investing with these helpful resources.

Investing basics

Choosing a financial adviser (CSA)

The dos and don’ts of investing

Understanding mutual funds (CSA)

Guide to investor rights (CSA) 

Investor bill of rights (NASAA)

Informed investing: Meme stocks

Informed investing: Robo-adviser

Investor’s Guide: Cryptocurrencies

Instilling good money habits in children sets them up for success later in life.  Explore these helpful resources.

Make it count – parent’s guide (MSC)

Make it count – instructor’s guide (MSC)

RESP checklist

When it comes to investing, you can never be too careful. Use these resources to help learn how to protect yourself from investment fraud.

Red flags of investment fraud

The dos and don’ts of investing

Recognizing investment fraud – ASC case studies

Recognizing and avoiding scams

Affinity fraud prevention checklist

Don’t be fooled by fraud playbook

Learn how to protect your nest egg from unwise and fraudulent investments.

Spot and stop senior investment fraud

Protecting Alberta seniors: financial concerns checklist

Protecting seniors from financial abuse and investment fraud

10 tips to protect your nest egg

What is a Trusted Contact Person