When immigrants arrive in Canada, they face many financial challenges. From opening a bank account to using a credit card, from buying a house to paying for insurance, they may find it difficult to navigate the nuances of Canadian markets. Newcomers rely on industry professionals to assist them in...

Checking registration helps protect you from unqualified or fraudulent individuals. Always check the registration of any person or business trying to sell you an investment or give you investment advice by using the Canadian Securities Administrators’ National Registration Search. Titles like...

Budgeting and saving are the core building blocks of financial stability and sound financial decision making. In this toolkit you'll find helpful resources and worksheets on goal setting, making a budget, and saving money. We are grateful to The Working Centre in Kitchener-Waterloo, Ontario for...

Many of us struggle to talk about money, especially when it comes to talking about debt. It is when debt becomes too much for us to manage, or when we do not have a plan to pay it off, that it can become stressful and even overwhelming. This is when it is time to have those tough conversations and...

One promising opportunity for teaching young people about financial capability occurs when they are participating in programs that provide youth training and employment. Nearly 20 million youth were employed in July 2013 alone, 2 so youth employment programs offered in local communities...

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...

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...

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...

Fraudsters often use emotions to lure people in, making a person feel afraid of missing out on an opportunity that others are profiting from.  With all the cryptocurrency hype in the media and online, it’s no surprise that scammers are taking note and trying to cash in on investors’ interest...

This toolkit contains resources and information which may offer support to organizations, agencies, or frontline staff supporting individuals, during a challenging time. This toolkit has been made possible with the support of the Canadian Investment Regulatory Organization (CIRO) and is now...