Brochures and Resources

Brochures

Investing Basics: Getting Started

Want to play a more active role in your investments, but not sure where to start? Let this guide help you get on your way with an introduction to setting financial goals, choosing an advisor, or filing a complaint. Also contains an introduction to the basic kinds of investments you may be considering.

  • Investing Basics: Getting Started (PDF)
  • L’ABC du placement — Faire ses premiers pas PDF)

    • Working with a financial advisor

    Good advice is important, and so is choosing the right financial advisor. This guide will help you determine what an advisor can do for you, how to find one, and what to look for. But your relationship with your advisor doesn’t stop there – see inside for tips on how to make the most of this important relationship.

  • Working with a Financial Advisor (PDF)
  • Investir avec l’aide d’un conseiller financier (PDF)

    • Investments at a glance

    Before you invest, make sure you understand how an investment works, the fees involved, and whether it fits with your risk tolerance. Also, what are the tax consequences of a particular investment? This guide includes cash and cash equivalents, fixed income securities, equities, investment funds (including mutual funds), and alternative investments.

  • Investments at a Glance (PDF)
  • Coup d’oeil sur les produits d’investissement (PDF)

    • Protecting your money:
    Avoiding Frauds and Scams

    You’ve heard the saying “if it sounds too good to be true, it probably is.” It’s good advice, but how can you tell what’s too good to be true? After all, a scam has to be believable to be successful. Read this guide to help you recognize, avoid and report frauds and scams.

  • Protect Your Money: avoiding Frauds
    and Scams     (PDF)
  • Protégez votre argent contre les fraudes et les scroqueries (PDF)

    • Investments 101
    (A fact sheet for youth)

    Investing can help you save money to do the things you want to do: go to college or university, travel the world or buy your first car. Read on to learn about different kinds of investments and how they work.

  • Investment Fraud on the Internet (PDF)
  • Les investissements frauduleux sur Internet (PDF)

    • Investment Fraud on the Internet

    The Internet is a quick and easy way for scam artists to find potential victims for their investment scams. With the Internet, fraudsters can operate anonymously from anywhere in the world, making them hard to catch. Once you’ve given your money to an online scam artist, it’s likely gone for good. This factsheet can help you recognize and avoid internet fraud attempts.

  • Investments 101 (Fact Sheet for Youth) (PDF)
  • Introduction aux placements (PDF)

    • Scam artists pursue adults over 50

    Are you concerned about having enough money for your retirement? That could make you a prime target for investment fraud. This factsheet explains why adults over 50 are at risk for fraud, even those who may be considered “savvy investors.”

    Brochures may be requested with the Brochure Order Form. Brochures will be mailed to you.

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