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Infographics

Our interactive infographics provide insight into financial literacy and investing in Canada. These include key findings from our research and tools to help you make informed financial decisions.

 

The Canadian Money State of Mind Risk Survey 2014 The Canadian Money State of Mind Risk Survey 2014
(Alternative text version)
A recent Investor Education Fund survey explored behavioural and economic factors that affect Canadians' risk-taking when investing.
Savings and the art of avoidance Savings and the art of avoidance
Investor Education Fund (IEF) asked Canadians from four different income brackets why they feel they can’t save on a regular basis. See what they described as the barriers to saving and investing, and how these can be overcome. ​

Savings and the art of avoidance Savings crisis: 20 years in the making
Against the backdrop of decreasing savings and increasing debt, an Investor Education Fund survey explored the consequences of inaction and a household savings crisis, 20 years in the making. Understand the contributing factors, and how small steps can make a difference.
Savings and the art of avoidance Youthonomics: financial literacy in high school
Against the backdrop of rising post-secondary debt, an Investor Education Fund study explored early contributing factors among Ontario high school students aged 14-18.

Savings and the art of avoidance Is your retirement plan adding up?
As Canada’s population ages and household debt levels increase, IEF research shows that for homeowners aged 50+, the answer to this question may be no.
Savings and the art of avoidance Fund Facts: Interactive sample
Learn how to navigate the information in Fund Facts and how it can help you decide whether a mutual fund fits your financial plan.

Savings and the art of avoidance Making a complaint
(Alternative text version)
Consider these services and procedures when you file a complaint against your investment firm.
Savings and the art of avoidance Who’s who in Canadian markets (Alternative text version)
When you buy and sell securities, your money flows through a network of advisers, dealers and marketplaces. Learn how market participants interact.
Savings and the art of avoidance Are teens learning enough about money?
(Alternative text version)
A recent IEF study asked parents of Ontario high school students if their kids are ready to manage money after high school, and how teens are being taught these skills
Savings and the art of avoidance Risk by asset class
(Alternative text version)
Understanding the risk characteristics of each asset class can help you decide how to balance your portfolio.

Savings and the art of avoidance Risk and diversification
(Alternative text version)
Learn how diversification lets you reduce the risk of your portfolio without sacrificing potential returns.
Savings and the art of avoidance How time horizon affects risk and return
(Alternative text version)
Over longer periods of time, stocks have historically produced positive returns that can offset short-term risks.

Who's who in the investment industry? Who's who in the investment industry?
(Alternative text version)
Learn about the common types of professionals in the investment industry, the education they have, and what they can and can't sell to you.
Retirement ramp-up Retirement ramp-up
(Alternative text version)
Recent OSC research discovered 3 key lessons to follow as you ramp up to retirement.

Service Expectations Service expectations of financial advisors
(Alternative text version)
Using the findings from the Mystery Shopping for Investment Advice report, we’ve identified key areas of service and have listed both the compliant practices and what’s considered “best practices” or "gold star service" for each.
Crowdfunding Equity Crowdfunding: A Primer for Ontario Investors
Equity crowdfunding is now an option available to Ontario investors. Learn more about what it is, what the risks are, and what you need to know about this kind of investing.