Get Started with Investing: The Basics

Overview

Have You Considered Investing?

Think about your current financial position, as well as your short- and long-term goals, to see if investing is the right choice for you.

Saving vs. Investing

Learn the differences between saving and investing to see which option works best for you at this time.

Know Yourself

It’s important to know your financial self, which means understanding your financial goals, risk tolerance, time horizon, and investment knowledge.

Active vs. Passive Investors

Learn the differences between active and passive investors, and think about which one you want to be.

Investment Type Basics

Learn about five common types of investments, including mutual funds and ETFs.

Investment Account Basics

Learn about the different types of investment accounts, including RRSPs and TFSAs.

Understanding Registration

It’s important to understand registration so that you can choose an investment professional who is registered to sell the types of investment products you want to invest in.

Do a Background Check

In four simple steps, learn how to do a background check on anyone who claims they are registered to sell investments.

Choosing Investments

There are four key questions you should ask yourself when deciding on an investment.

Monitor Your Portfolio

Learn how to monitor your portfolio to stay on track with your financial goals.

Get Started with Investing: The Basics

Get started right now

Overview

Have You Considered Investing?

Saving vs. Investing

Know Yourself

Active vs. Passive Investors

Investment Type Basics

Investment Account Basics

Understanding Registration

Do a Background Check

Choosing Investments

Monitor Your Portfolio

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