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Investor Education Centre

On this page
  • Estate Planning
  • Tax Planning
  • Protect your money
  • Investing basics

Instruction: Change of selection promptly shifts the focus to a matching heading further down, on the same page.

Estate Planning

Ways a Trusted Contact Person (TCP) can protect your accounts

There are many scenarios where you may need to contact a TCP.

Estate planning 101

Learn the basics of estate planning so you can protect your legacy and loved ones.

Do you need an estate plan?

Find out why estate planning is important at every age and when you need to review your plan.

Trusted contact person (TCP)

Let’s look at what a TCP is, and how they can help protect your accounts.

Who will speak for you

Choose the right person to make financial decisions for you through a power of attorney.

Understanding the role of an executor

Make sure you know what's involved when someone asks you to be an executor.

Passing it on

Avoid these common wealth transfer pitfalls with appropriate planning.

Choosing a guardian for your child

Follow these tips on choosing a guardian to make sure you have a say in your child's future.


Tax Planning

The "bigger bang" RRSP strategy

Get a "bigger bang" from your RRSP contribution with an RRSP loan. See the cost-benefit analysis.

Spotlight on investment tax rates

Learn how interest, dividends and capital gains are taxed in a non-registered (taxable) account.

Should I contribute to a TFSA, an RRSP, or both?

Compare TFSAs to RRSPs to decide where to put your contribution this year.

Taxation of investments 101

Understand how investments are taxed, including mutual funds, segregated funds, stocks and bonds.

Could you be paying too much tax?

Learn eight strategies to lower your tax bill.

Tax planning for the 2020 tax year —COVID-19 considerations

We have tips for Canadians to keep in mind for 2020 tax planning because of economic problems caused by the COVID-19 pandemic.


Protect your money

The right fit

Get tips on finding the right financial advisor to help you meet your life goals.

Defeating fraud

Protect yourself from telephone scams and fraud associated with credit cards, cheques and mail.

What you need to know about mutual fund fees

Learn about the fees mutual funds charge and the value you get for what you pay.

Take action against fraud

Learn how to recognize scams and protect your financial assets.

Taking aim at COVID-19 fraud scams

Find out how scammers are targeting the vulnerable during the coronavirus pandemic.

Risk and investing

Understand the risks of "low-risk" and "high-risk" investments, and learn three strategies to manage risk.

Prevent and protect

Protect yourself from online financial fraud and learn what to do if you suspect you've been scammed.

Best practices for investors: Protect your investments against fraud

Follow these six tips to help keep your money safe from fraud.

8 questions to ask a financial advisor

Ask these questions about your advisor, your assets and yourself to become a more engaged investor.


Investing basics

Broaden your investment horizons

Learn how asset allocation works, and why it can help to reduce risk and improve returns over the long term.

Understanding the difference between a personal advisor and “robo-advice”

Compare software-driven robo-advice to the services, analysis and value a human advisor can provide.

Back to basics

Learn basic, tried and true strategies that will help you invest successfully.

The ABCs of ETFs

Here's what exchange-traded funds (ETFs) can add to your portfolio, whether they're passive or add a dash of active management.

Steady hands on the wheel

When markets are volatile, take control with these three strategies.

Five financial tips to start the year off right

Five tips to keep in mind as you plan the financial year ahead.

Finances and the female factor

Author Jackie Porter explains what women investors are looking for.

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