Investing with Interest: tips and tools for maximizing your savings – Prosper Canada Learning Hub

Prosper Canada Dec 2022

Investing with Interest: tips and tools for maximizing your savings

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People save for different reasons. For instance, you may want to save for emergencies, or for your children’s education, or for your old age. Having goals for your savings helps to keep you motivated. You sleep better knowing you have some money set aside. Saving accounts earn interest. That means your money is working for you and slowly growing.

This booklet looks at ways you can take your savings further, by investing your money. The potential for returns increases. So does the potential for risk. This booklet explains key investment concepts. It will guide you through the options.

This resource was inspired by Indigenous financial wellness expert and artist Simon Brascoupé, co-creator of our Managing Your Money resource. Learn more about the inception of these resources and our commitment to reconciliation.

Please scroll below to download single worksheets and the full booklet.

Updated February 19, 2025: Added Invest smart: Taxes and Investing, Glossary of Common Investing Terms, CIRO

Updated January 8, 2025: Added Fighting Fraud 101, First National Development Institute

Updated December 4, 2024: Added Financial Planners and Financial Advisors, Loan and Trust, FSRA

Updated October 16, 2024- added Artificial intelligence and investor behaviour, OSC

Updated August 22, 2024 - added What is herd behaviour? Long-haul scammers: Fraudsters who invest time to take your money. OSC and Cybersecurity and Fraud, Investor's guide: cryptocurrencies, CIRO

Updated July 15, 2024 - added How to Read Your Account Statement and the Things to Focus on, CIRO

Updated June 21, 2024 - added Investing basics, Selecting an advisor, The many faces of financial elder abuse

Updated June 11, 2024 - added Fees matter, Fee calculator, Annual information about your investment fees

Updated April 10, 2024 - added Saving or investing for short-term goals and Investor questionnaire

Updated March 11, 2024 - added Evolution of the types of fraud

Updated February 27, 2024 - added: Eight common investment scams and how to spot them, 4 signs of investment fraud, OSC

English

Investing with interest: tips and tools for maximizing your savings

IWI – Worksheet #1: What do you want to save for?

IWI – Worksheet #2: Tracking your income and expenses

IWI- Worksheet #3: Are you ready to invest?

IWI- Worksheet #4: What can you invest in?

IWI-Worksheet #5: Where can you get advice?

IWI-Worksheet #6: Watch out for investment frauds and scams

IWI-Worksheet #7: Tips for success

Investing with interest – Resources

Investing with interest – Full booklet

Resources

Crypto Quiz, OSC

Grandparent scams and how to avoid them, OSC

RRSP Savings calculator, OSC

Compound interest calculator, OSC

Emergency fund calculator, OSC

Tips to keep your credit card safe, OSC

Investment products, OSC

Types of fraud, OSC

Multilingual financial resources for Ontarians, OSC

Pay down debt or invest tool, OSC

Reporting fraud, OSC

Planning for retirement, OSC

Investor readiness quiz, OSC

Introduction to investing, OSC

Scam spotter tool, OSC

Your trusted person and why they matter, OSC

Getting Your Money Back; An Investor’s Guide to Navigating Canada’s Complaint System, FAIR Canada

Study explores Canadian attitudes about Crypto, OSC

How the stock market works, OSC

The basics of personal finance, Credit Canada

Investing Academy, OSC

What is risk tolerance in investing, OSC

Eight common investment scams and how to spot them, OSC

4 signs of investment fraud, OSC

Evolution of the fraud pitch , Canadian Anti Fraud Centre

Saving or investing for short-term goals, OSC

Investor questionnaire, CIRO

Fees matter, MFDA

Fee calculator, OSC

Annual information about your investment fees, OSC

Investing basics, CIRO

Selecting an advisor, CIRO

The many faces of elder abuse, OSC

How to Read Your Account Statement and the Things to Focus on, CIRO

What is herd behaviour? OSC

Long-haul scammers: Fraudsters who invest time to take your money, OSC

Cybersecurity and Fraud, CIRO

Investor’s guide: cryptocurrencies, CIRO

Artificial intelligence and investor behaviour, OSC

Loan and Trust, FSRA

Fighting Fraud 101: Smart tips for investors, First Nations Development Institute

Financial Planners and Financial Advisors, FSRA

Glossary of common investing terms, CIRO

Invest smart: Taxes and investing, CIRO

French

L’intérêt d’investir: Conseils et outils pour maximiser votre épargne

01- Dan quel but voulez-vous épargner?

02- Faire le suivi de vos revenus et de vos dépenses

03- Êtes-vous prêt à investir?

04- Dans quoi pouvez-vous investir?

05- Où pouvez-vous obtenir des conseils?

06- Méfiez-vous des fraudes et arnaques

07- Conseils pour réussir

L’intérêt d’investir – Ressources

L’intérêt d’investir – Livret complet

Ressources

Questionnaire sur les cryptoactifs, Commission des valeurs mobilières de l’Ontario

Les arnaques des grands-parents et comment les éviter, Commission des valeurs mobilières de l’Ontario

Calculatrice épargne REER, Commission des valeurs mobilières de l’Ontario

Calculatrice intérêts composés, Commission des valeurs mobilières de l’Ontario

Calculatrice fonds d’urgence, Commission des valeurs mobilières de l’Ontario

Astuces pour garder votre carte de crédit en toute sécurité, Commission des valeurs mobilières de l’Ontario

Produits d’investissement, Commission des valeurs mobilières de l’Ontario

Types de fraude, Commission des valeurs mobilières de l’Ontario

Ressources financières multilingues pour les Ontariennes et les Ontariens, Commission des valeurs mobilières de l’Ontario

Calculatrice rembourser des dettes ou investir, Commission des valeurs mobilières de l’Ontario

Signaler une escroquerie, Commission des valeurs mobilières de l’Ontario

Planification de la retraite, Commission des valeurs mobilières de l’Ontario

Questionnaire préparation des investisseurs, Commission des valeurs mobilières de l’Ontario

Introduction au placement, Commission des valeurs mobilières de l’Ontario

Outil détecteur d’escroquerie, Commission des valeurs mobilières de l’Ontario

Votre personne de confiance et les raisons qui expliquent son importance, Commission des valeurs mobilières de l’Ontario

Comment vous faire rembourser : Un guide de l’investisseur pour mieux s’y retrouver dans le système de traitement des plaintes au Canada, FAIR Canada

Une étude explore les attitudes des Canadiens à l’égard de la cryptomonnaie, Commission des valeurs mobilières de l’Ontario

Le fonctionnement de la bourse, Commission des valeurs mobilières de l’Ontario

Académie d’investissement, Commission des valeurs mobilières de l’Ontario

Quelle est votre tolérance au risque en matière d’investissement? CVMO

Huit escroqueries courantes en matière d’investissement et comment les repérer, CVMO

Quatre signes de fraude liée aux placements, CVMO

Bulletin : Évolution des types de fraudes, Centre centreantifraude du Canada

Épargner ou investir pour réaliser des objectifs à court terme, CVMO

Questionnaire de l’investisseur, OCRI

Calculateur de frais, CVMO

Information annuelle sur vos frais de placement, CVMO

Principes de base en matière de placement, OCRI

Choisir un conseiller, OCRI

Les nobreuses facettes de l’exploitation financière envers les personnes âgées, CVMO

Comment lire votre relevé de compte et les éléments particuliers qu’il contient, OCRI

Les escrocs à l’investissement de longue durée : des fraudeurs qui investissent du temps pour vous soutirer de l’argent, CVMO

La cybersécurité et la fraude, OCRI

Intelligence artificielle et comportement des investisseurs, CVMO

Planificateurs financiers et conseillers financiers, ARSF

Glossaire des placements, OCRI

Investir judicieusement : les impôts et les placements, OCRI

Author: Prosper Canada
Topic: Asset building and saving
Publisher: Prosper Canada
Location: Canada
Format: Toolkit
Content Type: Prosper Canada Toolkits
Publication Date: December 28, 2022

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