Resources
Understanding Initial Coin Offerings
An Initial Coin Offering (ICO) is basically a method of raising capital for a planned project, via the creation of a new virtual ‘coin’ or ‘token’. Before you invest in an ICO, read more about how they work in Canada, and how they may or may not be regulated under securities laws.
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CSA Investor's Guide to Cryptocurrencies
Crypto assets are digital coins or tokens that can be utilized to solve a variety of problems, including being a more efficient medium of exchange over the internet for goods and services, albeit not yet widely available everywhere as a payment method.
Cryptocurrency: Understand the Risks
Do you understand the risks involved in trading or investing in cryptocurrencies? Before you dive in, read about the potential for fraud, the high volatility, problems with liquidity, and more.
Start-up Crowdfunding Guide for Funding Portals
Start-ups and early stage issuers intending to rely on the start-up crowdfunding exemptions must use a funding portal.
Start-up Crowdfunding Guide for Investors
Crowdfunding is a process through which an individual or a business can raise small amounts of money from a large number of people, typically via the Internet.
Start-up Crowdfunding Guide for Businesses
Crowdfunding is a process through which an individual or a business can raise small amounts of money from a large number of people, typically via the Internet.
Understanding Registration
The category of registration tells you what products and services a firm or individual can offer.
Check before you invest Use this workbook to record information found when researching an investment individual or firm that you are considering working with.
Questions to ask when choosing a financial adviser
A checklist of all the important questions you should be asking your financial adviser when you have a meeting.
Investments 101
Important investment information for youth. This information sheet describes different types of investments and how they work. It is a valuable reference for all ages.
Sandwich Generation: Are you caught in the middle?
Helpful tips for people who are responsible for the care and support of dependent children and elderly family members as well as their own financial needs.
Boiler Room Scams: Could you be Vulnerable
Critical background on boiler room scams, how they work and why they are becoming such a widespread problem.
Scam Artists pursue Adults Over 50
A vital resource on fraud affecting adults over 50, with information on common approach methods and prevalent scams.
Tagalog version
Investment Fraud on the Internet
This information sheet summarizes common types of fraud that you may come across on the internet and teaches you how to avoid falling for online scams.
Financial Concerns Checklist
A checklist of all the important questions you should be asking yourself to determine if you have financial concerns that you should be discussing with an individual that you trust.
When Your Adviser Calls: Take Notes!
Reference notepad that ensures you are recording the important details from conversations you have with your financial adviser.
My Personal Affairs Record Keeper
The Record Keeper helps you keep track of all your personal affairs, and provides the trusted people in your life with quick access to information should they need it.
A Losing Bet: Binary Options Fraud in Canada
Investing "how-to" manual to help you understand where you want to go with your investments, who you're dealing with, what you're investing in and where to go for help.
Investing basics: Getting started
Investing "how-to" manual to help you understand where you want to go with your investments, who you're dealing with, what you're investing in and where to go for help.
Investing in your Child's Future
The basics of RESPs with information on beneficiaries, making contributions and choosing the right RESP for you.
Working with a Financial Adviser
Helpful overview to assist you in selecting a financial adviser, while ensuring you make the best decision possible.
Understanding Mutual Funds
An informative primer that outlines various types of mutual funds and clarifies different aspects of the industry.
Investments at a GlanceA detailed overview of various investment types including cash and cash equivalents, fixed income securities, equities and investment funds
Protect Your Money: Avoiding Frauds and Scams
Helpful tips on recognizing the red flags of frauds and scams and how to protect your savings.
Tagalog version
Identifying and Preventing Financial Abuse: A Guide for Older Manitobans
This guide was developed to help you recognize and prevent financial abuse from happening to both yourself as you age, as well as to the people that you are close to.
The ABCs of Senior Investment Fraud
As someone who works closely with older people, this guide will help you recognize the red flags of investment fraud, and to respectfully help seniors take action to protect their finances.
I'm Worth It
Financial Stories, Ideas and Strategies for Women
This resource provides women with information and tips on how to manage their finances, focusing on real life stories from a variety of women, their struggles and ultimate successes
Make it Count
A Parent's Guide to Youth Money Management provides activities, tips and resources to help you incorporate money management lessons into your daily routine. Also included with the guide are youth and mentor budget and saver sheets.
Make it Count
An Instructor's Guide to Youth Money Management provides activities, tips and lesson plans to help you incorporate youth money management into your course of instruction.