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Internet Resources for Investors



​In this section you will find helpful links on financial information and investor education programs, resources and materials, including information for youth and seniors.

 

 

 Seniors

 
Resources for Seniors
 
Government Agencies - Federal
 
 
 
 
 
 
 
Government Agencies – Provincial and Territorial
 
Manitoba
 
 
 
 
Northwest Territories
 
 
 
 
 

 
 
 
 
 
 
 
 
 
 
 
Other Useful Links for Seniors
Canadian Association of Retired Persons (CARP) - CARP is a national, non-partisan, non-profit organization committed to a ‘New Vision of Aging for Canada’ promoting social change that will bring financial security, equitable access to health care and freedom from discrimination.
 
 
 
 
 
 
 

 Youth Investors

 
Resources for Youth Investors
 
Canadian Bankers Association – Your Money Students – is a financial literacy resource for students, teachers and parents.
 
Funny Money - Funny Money for High Schools is a free education program that is sponsored by the Investor Education Fund. This program educates youth about the basics of personal finance including money management, credit, debt, and saving.
 
Junior Achievement (JA) - JA empowers young people to own their economic success. Volunteer-delivered, K-12 programs foster work-readiness, entrepreneurship and financial literacy skills, and use experiential learning to inspire kids to dream big and reach their potential.
 
Make it Count – The Canadian Securities Administrators' resource, Make it Count, provides parents and instructors with activities, tips and resources/lessons to help them incorporate youth money management into their daily routine/course of instruction.
 
 
 

 Consumer & Investor Organizations

 
Consumer & Investor Organizations
 
Better Business Bureau (BBB) - For more than 100 years, Better Business Bureau has been helping people find businesses, brands and charities they can trust. The Council of Better Business Bureaus is the umbrella organization for 112 local, independent BBBs across North America, as well as home to its national programs on dispute resolution, advertising review, and industry self-regulation. BBB sets standards for ethical business behavior and monitors compliance. Nearly 400,000 BBB Accredited Businesses meet BBB’s high standards.
 
Canadian Foundation for Advancement of Investor Rights (FAIR Canada) - FAIR Canada is a national, non-profit organization dedicated to putting investors first.
 
Financial Consumer Agency of Canada (FCAC) - The FCAC is an independent body working to protect and inform consumers of financial products and services. The FCAC website has tip sheets, publications and interactive tools on many financial products and services.
 
 

 Getting Your Money Back​

 
Getting Your Money Back​
 
Canadian Investor Protection Fund (CIPF) – CIPF provides protection to investors who are clients of dealer firms regulated by IIROC, in the event the firm becomes insolvent or ceases operations due to bankruptcy.

Ombudsman for Banking Services and Investments (OBSI) - OBSI offers free, independent and fair dispute resolution services. OBSI’s service is one of the dispute resolution options open to clients of IIROC-regulated firms.
 
Learn more about investor options for seeking compensation in IIROC’s webpage on Getting Your Money Back.
 
 
 

 Fraud Prevention

 
Fraud Prevention
 
 
 
 
Learn more about how you can protect yourself against typical financial scams and where to turn if you think you have been a victim.
 
 

 Securities Commissions & Regulators

 
Investor education links to Canada’s 10 provincial and three territorial regulators and their umbrella organization, the Canadian Securities Administrators:
 
 
 
 
 
 
 
 
 
 
  • Get Smarter About Money (Operated by the Investor Education Fund, IEF) - The IEF develops and promotes unbiased, independent financial information, programs and tools to help consumers make better financial and investing decisions. It was established as a non-profit organization by the Ontario Securities Commission (OSC).
     
  • OSC Investor News (OSC Office of the Investor) - The Office of the Investor leads the effort to identify and understand investor issues and concerns through investor engagement and research. OSC Investor News features the latest updates on issues that matter to investors.
 
 
 
 
Other Canadian Regulators
Financial Consumer Agency of Canada (FCAC) - The FCAC is an independent body working to protect and inform consumers of financial products and services. The FCAC website has tip sheets, publications and interactive tools on many financial products and services.
 
Mutual Fund Dealers Association of Canada (MFDA) – The MFDA is the self-regulatory organization for mutual fund dealers in Canada. The MFDA protects investors through the enforcement of the MFDA's By-laws, Rules and Polices.
 
 

 International Resources

 
International Resources
 
Financial Industry Regulatory Authority (FINRA) - FINRA is an independent, not-for-profit organization authorized by Congress to protect America’s investors by making sure the securities industry operates fairly and honestly.
 
International Forum for Investor Education (IFIE) - IFIE’s goal is to improve investor education on a worldwide basis so that consumers in all jurisdictions are able to make informed choices about financial products and investments.
 
The International Organization of Securities Commissions (IOSCO) - IOSCO is the acknowledged international body that brings together the world's securities regulators and is recognized as the global standard setter for the securities sector. IOSCO’s Investor Education Gateway hosts information about many IOSCO members' on-line investor education activities, as well as IOSCO publications and presentations regarding investor education.
 
North American Securities Administrators Association (NASAA) - Organized in 1919, the North American Securities Administrators Association (NASAA) is the oldest international organization devoted to investor protection. NASAA is a voluntary association whose membership consists of 67 state, provincial, and territorial securities administrators in the 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Canada, and Mexico.
 
U.S. Securities & Exchange Commission (SEC) - The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. The SEC oversees the key participants in the securities world, including securities exchanges, securities brokers and dealers, investment advisors, and mutual funds. The SEC’s Office of Investor Education and Advocacy provides a variety of services and tools to address the problems and questions that an investor may face.
 
 

 Other Useful Links

 
Additional Resources & Tools
 
Get Smarter About Money (Operated by the Investor Education Fund, IEF) - The IEF develops and promotes unbiased, independent financial information, programs and tools to help consumers make better financial and investing decisions. It was established as a non-profit organization by the Ontario Securities Commission (OSC).
 
Prosper Canada – Prosper Canada, formerly the Social and Enterprise Development Innovations (SEDI), is a charitable organization that works with community groups nationwide to expand economic opportunity for Canadians living in poverty through program and policy innovation.
  • Prosper Canada Centre for Financial Literacy – Prosper Canada Centre for Financial Literacy is dedicated to supporting financial literacy capacity across Canada. As a division of Prosper Canada, the PCCFL helps organizations serving low income Canadians by providing training, program support, evaluation tools and an online community for practitioners.
TMX Capital Markets Learning Centre – The Centre features a Trading Simulator that enables people to create, trade and track a portfolio of both equities and options, allowing them to participate in Canadian equity and derivative markets in a risk-free, virtual environment.
 
 
Education and Training
Canadian Securities Institute (CSI) – Learn more about the Canadian Securities Course (CSC) and other financial services educational training.
 
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