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.
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 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)
- Learn the Red Flags of Fraud (CSA)
- Recognize Investment Fraud: (Manitoba Securities Commission)
Checking Registration and Disciplinary History of an Advisor or Company
It is important to know whether you are dealing with a registered advisor and whether your advisor has a disciplinary record. 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
- Personal Finances: 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
- Informed Investor: Nova Scotia Securities Commission
- Investor Information: Nunavut Securities Office
- OSC GetSmarterAboutMoney.ca – Investor Education Site: OSC
- Investors: Ontario Securities Commission Investor Office
- Investor Protection: Ontario Securities Commission
- Investor Iinformation: Autorité des marchés financiers (Quebec)
- Financial Literacy: Saskatchewan Financial and Consumer Affairs Authority
- How to Invest Your Money: Office of the Yukon Superintendent of Securities
- Trove by Prosper Canada offers free tools and resources on money management, tax filing and debt reduction for vulnerable Canadians.
International Investor Education Resources
- Financial and Investor Education Programs: International Forum for Investor Education
- Investor Education Gateway: International Organization of Securities Commissions (IOSCO)