…page you’ll find Consider the fund’s objectives and strategies Common ESG fund strategies Assessing risk and suitability 5 steps to take as an ESG investor Consider the fund’s objectives and…
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How stocks and dividends work
…companies with different features: Type of industry –While companies in one industry may struggle, companies in another industry may be doing well. For example, energy stocks might slump while technology…
Understanding Fund Facts
…much your investment could change in a short period of time. Sales charges and fund expenses Sales charges and fund expenses reduce a fund’s returns, and sales charges can affect…
How to make a complaint to get your money back
…you must take in order to escalate your complaint to the Ombudsman for Banking Services and Investments(OBSI). OBSI is independent dispute resolution service recognized by the Canadian securities regulators. OBSI’s contact…
Where to go if you have a concern or complaint
…federally regulated financial entities (banks, credit card companies, insurance companies and others) comply with consumer protection measures. Tel: 1-866-461-FCAC (3222) TTY: 1-866-914-6097 www.canada.ca/en/financial-consumer-agency Consumer Protection Ontario: enforces a number of…
How to buy and sell stocks
…from your cash account, or you can borrow to buy stocks. Examples: buying on margin, short selling. This type of investing is more complex and comes with higher risks. Once your order…
Understanding non-GAAP financial measures
Publicly traded companies, as well as some private companies, are required to prepare their financial statements under Generally Accepted Accounting Principles (GAAP). Non-GAAP financial measures are disclosed differently. Learn more about GAAP and non-GAAP…
Understanding non-GAAP financial measures
Publicly traded companies, as well as some private companies, are required to prepare their financial statements under Generally Accepted Accounting Principles (GAAP). Non-GAAP financial measures are disclosed differently. Learn more about GAAP and non-GAAP…
Putting your interests first
…investor protection and the new rules are fully effective in all provinces and territories as of December 31, 2021. On this page you’ll find Conflicts of interest Changes to expect…
Beyond the posts: How to evaluate investing information found on social media
…complete information including risks. Sometimes companies or representatives will also use blogs, message boards or other discussion websites to share investment information or tips. The information found in these spaces is often…