Taking Action

Investment options: here’s an in-depth look.

Working with an Adviser

Want to work with a financial adviser, but don’t know where to start, here are some first few steps for you to consider.

LEARN MORE

Mutual Funds, Fund Facts & Fees

Mutual funds are a popular investment choice for many Canadians. Learn whether mutual funds are right for you.

LEARN MORE

Disclosure

What some investors don’t know is that all publicly traded companies, registrants, and mutual funds have to disclose information about themselves.

LEARN MORE

Before you invest, it’s important to assess how an investment fits within your financial goals and risk tolerance. High returns always come with high risks—there’s no such thing as a high-return, risk-free investment. If you want higher returns, you need to be prepared to accept the risks that come with them.

There are a lot of ways you can invest your money. Stocks (shares), bonds, mutual funds or real estate? Each has its own pros and cons, and it’s important to know what the differences are in order to choose an investment that’s right for you.

Know your goals

How do you see yourself down the road?

Use the SMART formula—set financial goals that are

  • Specific
  • Measurable
  • Attainable
  • Realistic
  • Time-sensitive