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Investor Centre
2025 CIFPs National Conference
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Retirement and Investment Conference 2025
Continuing Education - 2024
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Helpful Websites
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Investor Centre
Canada Online provides multiple links covering all areas of financial matters ranging from collecting unclaimed bankbook balances to selecting a stock to short sell.
» Money and Taxes in Canada
» Personal Finance in Canada
» Business and Consumer Information in Canada
Globe Investor Personal Finance provides information about investing basics, loans, calculators as well as articles of interest and news features.
» Globe Investor Personal Finance
The Investor Education Fund (IEF) develops and promotes unbiased, independent financial information, programs and tools to help consumers make better financial and investing decisions. It was established as a non-profit organization by the Ontario Securities Commission (OSC) and is funded by settlements and fines from OSC enforcement proceedings.
» Get Smarter About Money
A key goal of the BC Securities Commission is to help investors protect their financial interests. They have developed InvestRight.org to provide investors with the tools to research and assess potential investments and protect themselves from unsuitable or fraudulent investments.
» InvestRight.org
Ombudsman for Banking Services and Investments (OBSI) resolves disputes between participating banking services and investment firms and their customers if they can't solve them on their own. OBSI is independent and impartial and provides its services free to consumers.
» Ombudsman for Banking Services and Investments (OBSI)
Equity Crowdfunding is a relatively simple concept: it is a means through which an individual or an organization can raise money for any type of cause or project over the Internet. It is based on appealing to a large number of people who each contribute relatively small amounts to meet the funding requirement. Using this approach as a means of investing or raising capital carries with it risks and caveats about which potential investors need to be informed.
» Introducing Equity Crowdfunding: A Primer for Ontario Investors
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