Generally Accepted Accounting Principles and Non-GAAP financial measures are disclosed differently.
Investing
Understanding non-GAAP financial measures
Learn more about Generally Accepted Accounting Principles (GAAP) and non-GAAP financial measures.
Understanding Fund Facts
Fund Facts gives you an overview of the fund’s top investments and overall investment mix.
Investor Office Activity Report 2015-2016
Read about the Investor Office activities and results for 2015-2016.
Home equity as a source of retirement income survey
According to a survey conducted for the Investor Education Fund, Canadians are not saving enough for retirement.
Investor risk, behaviour and beliefs
This report provides a compelling look at how Canadians handle – or don’t handle – risk, emotion, financial loss and decision-making when it comes to their investments.
Financial Life Stages of Older Canadians
This national study identifies the top financial concerns of older Canadians, particularly as they relate to retirement planning and living.
Retirement Readiness: Canadians 50+
Seniors are an extremely important and growing segment of investors whose needs and issues demand attention. In June 2016 the Investor Office commissioned a national study of Canadians 50 years of age or older on pre- and post-retirement planning.
Behavioural insights: key concepts, applications, and regulatory considerations
Behavioural insights recognize how people actually behave versus traditional economic and market theory of people as rational actors.
Your personal rate of return
It shows how your investments have grown (or not) in a specific period of time.
Annual information about your investment fees
Investment firms are required to provide clients with an annual summary of all fees paid the previous year for services and advice.
Investment performance and the cost of advice
Some rules that apply to dealers and advisers registered to trade in securities or provide advice.