Welcome
Welcome to the MFDA investor education page. On this page you will find various resources to help you become a more informed investor. This page will be updated periodically with new resources so be sure to check back often.
MFDA Fraud Awareness Toolkit
March is Fraud Prevention Month, and the Mutual Fund Dealers Association of Canada is promoting fraud awareness and prevention among Canadian investors. The MFDA maintains several investor education resources on its website, and to mark the occasion of Fraud Prevention Month the MFDA has compiled its fraud prevention resources into a Fraud Awareness Toolkit for investors.
Mutual Funds
Below you can learn about how mutual funds are structured, how they work and about the Fund Facts document you receive when purchasing a mutual fund. You can also learn about mutual fund fees and try out the interactive mutual fund fee calculator.
- How Mutual Funds Work
- Guide to Understanding Mutual Funds (Manitoba Securities Commission)
- Information about opening your investment account at a mutual fund dealer (MFDA)
- Learn About Mutual Funds (BCSC InvestRight)
- Understanding Mutual Funds (CSA)
- How Mutual Funds Work ( OSC GetSmarterAboutMoney)
- Understanding Different Mutual Fund Series (OSC GetSmarterAboutMoney)
- Mutual Fund Fees
- Mutual Fund Fees Explained (OSC GetSmarterAboutMoney)
- Mutual Fund Fees Explained (Financial and Consumer Services Commission of New Brunswick)
- Mutual Fund Fee Calculator (OSC GetSmarterAboutMoney)
- Fund Facts
Avoiding Fraud and Scams
Learn to identify the red flags of fraud as well as steps you can take to protect yourself:
- Fraud Awareness Toolkit
- Learn how to protect yourself from fraud (MFDA)
- Check First (ASC)
- Fraud Resources (ASC)
- Investment Fraud Warning Signs (BCSC InvestRight)
- How to be an Empowered Investor (BCSC InvestRight)
- Learn the Red Flags of Fraud (CSA)
- Recognize Investment Fraud: (Manitoba Securities Commission)
Checking Registration and Disciplinary History of an Advisor or Company
It’s important to know whether you are dealing with a registered advisor and whether your advisor has a disciplinary records. Below you will find links that will explain the process for performing this important background check.
- Learn how to check the registration status and disciplinary history of an advisor or company (MFDA)
- More information on checking registration (CSA)
What to do if You Have a Complaint About Your Mutual Fund Dealer
Other Investor Education Resources
- Investor Resources: Alberta Securities Commission
- Investright.org – Investor education resource: British Columbia Securities Commission
- Investor Information: Canadian Securities Administrators
- The Financial Consumer Agency of Canada: Government of Canada
- Investor Information: Investment Industry Regulatory Organization of Canada (IIROC)
- Money Smart Manitoba: Manitoba Securities Commission
- Saving and Investing and Resources: Financial Consumer Services Commission of New Brunswick
- Investor Information: Office of the Superintendent of Securities Service Newfoundland and Labrador
- Investor information: Office of the Superintendent of Securities of the North West Territories
- Investor Information: Nova Scotia Securities Commission
- Investor Information: Nunavut Securities Office
- OSC GetSmarterAboutMoney.ca – Investor Education Site: OSC
- Investor News: Ontario Securities Commission Investor Office
- Investor Office: Ontario Securities Commission
- Investor Information: Prince Edward Island Office of the Superintendent of Securities Office
- Investor Iinformation: Autorité des marchés financiers (Quebec)
- Investor Information: Saskatchewan Financial and Consumer Affairs Authority
- Investor Information: Yukon Government Department of Community Services
International Investor Education Resources
- Financial and Investor Education Programs: International Forum for Investor Education
- Investor Education Gateway: International Organization of Securities Commissions (IOSCO)