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Investor Education



You invest to achieve your financial goals. They may be near-term or several years away. Improving your investment know-how helps you make informed choices and protect your financial interests.

 

LEARN HOW TO INVEST

 

Take a look here for some basics on how to invest. Use the worksheets to help set your objectives, consider your investment options and test your tolerance for risk. Get explanations of different types of investments, from mutual funds to stocks and bonds. Learn the difference between an RRSP and an RESP.

 

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PROTECT YOURSELF

 

Find out how to protect yourself against typical financial scams and where to turn if you think you have been a victim.

 

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TEST YOURSELF

 

Take the Investor Knowledge Quiz and test your understanding of the basics of investing.

 



 

Use our interactive tutorial on trading equities and test your knowledge.

 

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IIROC's Investor Brochures

 

Opening Your Retail Account - provides investors with detailed information on  required documentation and personal information during the account application process.

 

An Investor’s Guide to Making a Complaint - gives investors  information on how to make a complaint to IIROC and an IIROC-regulated firm.

 

Why IIROC Matters to You, the Investor - informs investors about IIROC’s regulatory mandate and responsibilities and its role in investor protection.
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Quick Tips: Five Things You Should Know Before Investing
  • Know Your Goals
  • Know Your Investment Advisor
  • Know Your Investments
  • Know the Red Flags of Fraud
  • Know Who to Call for Help

 

Read more in the Before You Invest brochure from the CSA.