Savings and investments

Savings and investment types, setting goals and choosing a financial advisor.

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Services and information

Choosing a financial advisor

Finding a financial advisor, how advisors are paid and checking if they are registered.

Setting savings and investment goals

Setting short-term and long-term financial goals.

The basics of investing

Common types of investments, risk levels, costs and fees.

Your rights when investing

Your rights and responsibilities as an investor when dealing with financial institutions.

Savings and pension plans

Registered savings plans for individuals (contributors) and plan administrators.

Education funding

Scholarships, paying for your education, RESPs, budgeting tips and paying off student debt.

Retirement planning

Types of retirement income, saving for retirement, how much money you will need and managing your finances.

Financial goal calculator

Calculate how to pay down your debt and reach your savings goals.

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Features

Tools and calculators

Compare and choose financial products that suit your needs and keep track of your budget and financial goals.

Life events

Plan for life's changing financial responsibilities and priorities so you can make responsible financial decisions and reach your goals.

Educational programs

Includes workshops, videos and materials to help you increase your financial and personal money management skills and knowledge.

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