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Discover financial empowerment resources

Search this library to find research and resources from across the financial empowerment field.
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Theft of personal information

Identity theft is quite prevalent. Somebody may have managed to obtain an important piece of personal information such as a password, your date of birth, your credit card number, your phone number or your SIN. This resource by the Authorité des marchés financiers provides a few tips to help you...

Topic: Consumer protection
Author: Authorité des marchés financiers
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Spotting AI-generated scams: practical tips to protect yourself

Artificial intelligence (AI) technology has made it easier to create convincing scams. From AI-generated phishing scams to voice cloning, the tricks are evolving, but you can still protect yourself. Access this resource to recognize the signs of a scam and stay...

Topic: Consumer protection
Author: Canadian Bankers Association
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Consumer research: Financial Planners and Financial Advisors

This research from early 2024 focuses on the perspectives of consumers as related to the individuals providing them with financial planning and/or financial advisory services. The research consisted of a survey of over 1,000 Ontario consumers, and two focus group discussions to supplement the...

Topic: Research and evaluation
Author: FSRA - Financial Services Regulatory Authority
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Money and Youth: A guide to financial literacy

Money and Youth starts with an exploration of one’s values and covers how to make good decisions – and be aware of those who will try to influence decisions and how they can go about doing so. The book then proceeds through a learning framework looking at the challenges and opportunities of...

Topic: Financial literacy
Author: Canadian Foundation for Economic Education
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Mortgage Brokering

 Under the Mortgage Brokerages, Lenders and Administrators Act, 2006 (MBLAA) all individuals and businesses in Ontario who carry out regulated mortgage brokering activities must be licensed with the Financial Services Regulatory Authority unless otherwise exempted by the Act. As regulator, their...

Topic: Consumer protection
Author: FSRA - Financial Services Regulatory Authority
Publisher: FSRA- Financial Services Regulatory Authority
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Auto insurance

Financial Services Regulatory Authority’s role, as a regulator, is to ensure that insurance companies’ proposed rates are fair and not excessive. This website will help you learn about: What to do after an accident How to save on auto insurance Filing a complaint Getting an auto...

Topic: Consumer protection
Author: FSRA - Financial Services Regulatory Authority
Publisher: FSRA- Financial Services Regulatory Authority
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Investor alerts

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...

Topic: Consumer protection
Author: Canadian Securities Administrators
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Getting your money back: an investor’s guide to navigating Canada’s complaint system

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...

Topic: Consumer protection
Author: FAIR Canada
Publisher: FAIR Canada
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Fraud Long-haul scammers: Fraudsters who invest time to take your money

When fraudsters invest time to get as much of your money as possible it’s called “pig butchering”. Just as a farm animal is fattened up before being sold to market, pig butchering scammers take a long-haul approach to get what they want from victims. Find out more about these scams and how...

Topic: Consumer protection
Author: Ontario Securities Commission
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Financial Exploitation of Older Adults

Financial abuse is the most common form of abuse of older adults.  As professionals, caregivers, family members and older adults, we all need to understand the impact of financial exploitation and recognize the signs so we can help protect ourselves and those we work with and care for.   This...

Topic: Consumer protection
Author: Financial and Consumer Services Commission of New Brunswick (FCNB)
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Housing costs on your mind?

On August 5, 2024, FCAC relaunched its national, multi-media advertising campaign titled “Housing Costs on Your Mind?”. The campaign promotes FCAC’s tools and resources related to renting, buying a home and owning a home with a mortgage. The campaign runs until...

Topic: Financial well-being, Housing and homelessness
Author: FCAC - Financial Consumer Agency of Canada
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Advocacy toolkit

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...

Topic: Housing and homelessness
Author: CMHC: Canada Mortgage and Housing Corporation, National Housing Strategy
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Investor’s guide: cryptocurrencies

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...

Topic: Consumer protection
Author: CIRO
Publisher: CIRO
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Cybersecurity and Fraud

Accessing online and mobile financial and investment services has become a standard for many Canadians. Cybercriminals from around the globe seek to take advantage of this trend while staying largely anonymous. Even the most savvy and experienced investors must be vigilant to safeguard their...

Topic: Consumer protection
Author: CIRO
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What is herd behaviour?

Following the crowd can help you simplify complex decisions like investing. But you could lose money by investing in something just because everyone else is. Find out how to avoid herd behaviour by watching this video from the Ontario Securities...

Topic: Asset building and saving
Author: Ontario Securities Commission
Publisher: Ontario Securities Commission
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Advocacy toolkit: Preventing Canada Disability Benefit clawbacks

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...

Topic: Tax filing and benefits
Author: Maytree
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Financial abuse – it’s not your fault

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

Topic: Consumer protection
Author: Canadian Bankers Association
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Fraud prevention toolkit for older adults

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...

Topic: Consumer protection
Author: Canadian Bankers Association
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Fee calculator

No matter what type of investment you buy or advice you receive, you will be charged fees. There are many different types of fees and ways that you can be charged. Use this calculator by the Ontario Securities Commission to estimate how these fees can affect your investments over...

Topic: Asset building and saving, Financial literacy
Author: Ontario Securities Commission
Publisher: Ontario Securities Commission
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The Benefits of Working with a CIRO Member

CIRO sets and enforces rules for the business, trading and financial conduct of Member firms and their representatives across Canada. These rules protect investors. Access this resource to learn more about the benefits of working with a CIRO...

Topic: Consumer protection, Financial literacy
Author: CIRO
Publisher: CIRO
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Where We Fit in the Canadian Securities Regulatory Framework

CIRO works within the Canadian regulatory framework to help contribute to investor confidence and security. In collaboration with these other organizations, CIRO is committed to the protection of investors and maintaining the integrity of the Canadian capital markets. We want to build Canadians’...

Topic: Consumer protection
Author: CIRO
Publisher: CIRO
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How CIRO Protects Investors

CIRO is the national self-regulatory organization (SRO) that oversees investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces. CIRO works to protect investors. CIRO sets and enforces rules for the business and financial conduct of Member firms and...

Topic: Consumer protection
Author: CIRO
Publisher: CIRO
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The financialization of purpose-built rental housing

As the growth in the number of renter households in Canada outpaces the growth of homeownership,2 tenants, property owners and researchers are sounding the alarm that more can and must be done to recognize the right to adequate housing in Canada.  Central to these calls is a better understanding...

Topic: Housing and homelessness
Author: National Housing Council
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How to spot tax season scams

During the income tax filing season, scammers pose as representatives of the Canada Revenue Agency (CRA) in an attempt to trick you into sending payment for fictitious "debts" or into providing sensitive personal information that they can use to commit fraud. Learn how to spot tax season scams by...

Topic: Consumer protection
Author: Canadian Bankers Association
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How to Make a Complaint with CIRO

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...

Topic: Consumer protection
Author: CIRO
Publisher: CIRO
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