The Canadian Securities Administrators compiles a list of member investor alerts that is intended to assist the public and the securities industry in conducting due diligence.  The subjects of these alerts are persons or companies who appear to be engaging in securities activities that may pose a...

As Nova Scotia’s population gets older, more people are thinking about, and getting closer to retirement, and many of them have built up a sizable investment portfolio over their lifetime. This has led to older adults in Nova Scotia, and throughout Canada, being targeted by investment fraud and...

This guide, prepared by FAIR Canada, will help consumers who have complaints against their bank or investment firm and want to be financially compensated for their losses. This guide provides and overview of external complaint-handling systems that may be available when seeking compensation. It is...

Homelessness among women and gender-diverse people in Canada has been declared by the Federal Housing Advocate a national human rights crisis. This new toolkit will support the evidence- and testimony gathering for the upcoming National Housing Council’s Review Panel on Canada’s Failure to...

Like so many other Ontarians, you may want to work with a financial professional to plan for various financial goals. Knowing who to talk to when seeking financial planning or advisory services can be hard. To give you confidence when seeking advice from anyone using a Financial Planner or...

This collection of financial empowerment tools and resources is intended to support both Indigenous and non-Indigenous organizations working to help Indigenous Peoples navigate the receipt of a lump sum payment.  It was created as part of the Expanding investor education and protection for...

FCAC and Statistics Canada collaborated on fact sheets examining trends in digital banking at the national, provincial and territorial level. This work aims to further financial inclusion by helping identify which groups are most likely to face barriers. It also supports the National Financial...

This toolkit provides: An overview of some solutions that shelter providers can implement to improve their service delivery and processes in a way that upholds the rights and dignity of shelter residents.  Helpful resources to support shelter providers, advocates and lived experts in...

This guide by the Canadian Investment Regulatory Organization covers these topics: What are crypto assets? Blockchain technology Cryptocurrencies or crypto assets? Buying and selling crypto assets Alberta securities law for crypto assets and crypto asset trading platforms Holding your...

Struggling to pay your mortgage? FCAC expects federally regulated financial institutions to help you if you're struggling to pay your mortgage due to exceptional circumstances. Learn more about paying your mortgage when experiencing financial...

Maytree has compiled an advocacy toolkit to help you advocate for the Canada Disability Benefit (CDB).  This toolkit consists of an introduction, additional resources and frequently asked questions and the toolkit.  You may download the toolkit by jurisdiction on their website: Advocacy...

This handout outlines the common warning signs of financial abuse, tips for identifying abusers, and suggested prevention...

Banks in Canada are working around the clock on the prevention and detection of fraud and cyber security threats and work closely with each other and with bank regulators, law enforcement and all levels of government to protect the financial system and their customers from financial crimes. There...

More and more people are having difficulties in covering day-to-day expenses, saving money, and paying down debts.  The Financial Wellbeing Café Scientifique was an opportunity to bring people together to talk about how to drive action on financial wellbeing in Canada. The event included a...

Investment firms are required to provide to each client an annual summary of all fees paid the previous year for services and advice. These requirements result in greater transparency about what you are paying, either directly or indirectly, for investment advice and other...

The disability tax credit (DTC) is an important program for those facing severe and prolonged physical or mental impairment. Some individuals face unique barriers when it comes to completing their application and claiming the credit. On this page, the CRA is correcting some of the most common myths...

FCAC’s new webpage, Choosing a financial institution, will help consumers determine which type of financial institution best meets their needs. The topics covered include: Identifying the financial products and services you need Deciding if you want all your products and services with one...

The British Columbia Securities Commission’s InvestRight has unveiled an online space dedicated to women and investing. This comprehensive guide to investing, called Women and Investing, features quizzes and resources explicitly designed to engage more women in investing. To assist you in...

A CIRO Member is an investment firm regulated by CIRO who must follow CIRO’s rules, including rules for handling client complaints. Clients of a CIRO Member who are not satisfied with a financial product or service have a right to make a complaint and to seek resolution of the problem. CIRO...

 Registered Retirement Savings Plans (RRSPs) are accounts registered with the Canada Revenue Agency (CRA) that help you save for retirement or other goals. To make it easier, the British Columbia Securities Commission has created a simple guide to understanding RRSPs. In this post you’ll learn...

After you file your tax return, Canada Revenue Agency processes it. It will issue you a refund or charge you for taxes owing, depending on the result of your return. While many returns are processed without a review, sometimes your tax return may be reviewed or audited. The Ontario Securities...

This CRA site has information on what Indigenous Peoples should know about the tax return they send to the Canada Revenue Agency (CRA), and how that return can result in various benefit payments. There's also information on available tax filing...

Every year, scammers take advantage of income tax filing season to try to trick Canadians into divulging sensitive personal information that scammers can use to commit fraud or into sending money to pay off fictitious "debts". How to spot most tax season scams There are often red flags that the...

This handbook from Money Mentors Alberta outlines the steps to rebuild your...

If you’re saving for a goal in the near future and you’ll need to access the money within a year or two, chances are that’s a short-term goal. Whether it’s for a wedding, a dream vacation, or a new appliance for your home, if it’s something you’re unable to pay for right away then...