Tools for Investors

Here you will find all the printable files on InvestRight, plus materials from the Canadian Securities Administrators. Feel free to share anything you find here, or elsewhere on the website. We ask that you acknowledge InvestRight as an education program of the BC Securities Commission. 

Informed investing - Guide to investing

The InvestRight Guide to investing, printable and interactive worksheets, and other related materials 

  • Guide to Investing: How to be an Empowered Investor  PDF icon small
  • Guide to Investing: The private placement market for retail investors PDF icon small
  • Worksheet for choosing an investment advisor PDF icon small
  • Worksheet for choosing an investment PDF icon small
  • Worksheet for your annual portfolio review PDF icon small
  • Worksheet for your financial plan PDF icon small
  • Top 10 saveSMART rules PDF icon small  
  • Empowered investing check list PDF icon small
  • Guide for checking registration PDF icon small 
  • National registration database search tips PDF icon small  
  • Informed investing - Company materials

    Questions to ask yourself when you are looking at company materials 

  • Annual reports and AIFs PDF icon small
  • Financial statements and MD&A PDF icon small
  • Meeting materials PDF icon small
  • Takeover materials PDF icon small
  • Investor protection

    Materials to help you detect and avoid investment fraud.

  • Telltale signs of investment fraud PDF icon small
  • 2011 Fraud Prevention Month Report PDF document
  • Fraud Warning Signs PDF document
  • Fraud Warning Signs info sheet (8.5"x11") PDF document
  • Fraud Warning Signs poster (11"x17") PDF document
  • Fraud Among Friends info sheet (8.5"x11") PDF document
  • Fraud Among Friends poster (11"x17") PDF document
  • Identify Con Artists info sheet (8.5"x11") PDF document
  • Identify Con Artists poster (11"x17") PDF document
  • Report Investment Fraud info sheet (8.5"x11") PDF document
  • Report Investment Fraud poster (11"x17") PDF document
  • Non-English resources

    Canadian Securities Administrators

    Brochures from the CSA on various topics.

    Working with an advisor & registration search tools

    About investments and finances

    Frauds and scams