Investment

Reviewing Your Personal Finances

• Have you recently reviewed your personal finances?
• How much do your debts, savings and investments amount to?
• Have you taken the time to identify all your sources of income
  and your expenses?
• Have you set specific savings and investment objectives?>>>

Choosing Investments New!

• What type of investment are you interested in (stocks, bonds, etc.)?
• Are the amount invested and the return guaranteed?
  If so, who is providing the guarantee?
• What are the conditions for cashing in your investment?>>>

Choosing an Investment Dealer or Representative New!

• Is the representative who proposed an investment authorized to sell such a product?
  How is this person paid (commission, salary, etc.)?
• Would you know how to go about choosing a representative?
• Do you know how to benefit from the expertise of the representative you are currently dealing with?>>>

Shareholders' meetings it's your business!

The purpose of this guide is to provide shareholders with information concerning shareholders’ meetings and encourage them to actively manage their affairs by participating in these meetings, carefully reading the documentation and asking relevant questions. >>>

Short investment glossary

Each year, new financial products appear on the market, often with innovative and, at times, complex features. Are you familiar enough with the primary financial products available to make a sound investment choice?

This glossary presents an overview of the most common types of investments based on three fundamental criteria: expected return, liquidity and risk.>>>

Mutual funds

More and more Canadians are investing in mutual funds. In Canada, mutual fund assets have risen from $25 billion in 1990 to over $500 billion in 2005.

Given their popularity and convenience, many investors consider mutual funds to be suitable investments for them, but is this really the case?

In the following pages, you will learn more about mutual funds to help you determine whether this type of investment is right for you.>>>

Prospectuses made clear

One of the best ways of protecting investors who would like to invest in a business corporation or mutual fund1 is to ensure that they have access to accurate and up-to-date information.

Reading the prospectus is an important step for an informed investor. It gives essential information about an issuer, including information on its products, management team, strategic and financial planning and risk exposure. >>>

Prospectuses exemptions

The purpose of this brochure is to help you become more familiar with securities sold under a prospectus exemption. >>>