Financial Planning

Common Investment Scams
Protect yourself from these four common investment scams.
Where can I get information on investments?
Banks, other financial institutions and financial planners can provide information about the investment services they provide.
5 Tips to Becoming Financially Successful
Strive has real-life success stories of newcomers who found financial success in Canada by following these tips.

Can I write off work-from-home expenses?
Details on how to claim expenses for working from home at tax time.
What is a microloan?
Microlenders offer newcomers a chance to get small loans without a credit history but come with many other benefits.
What is an RRSP?
A Registered Retirement Savings Plan (RRSP) is different from a regular account because it lets you save money for your retirement and lowers your income taxes.

What is a Registered Education Savings Plan (RESP)?
A Registered Education Savings Plan (RESP) is a savings program that helps you save for your child’s post-secondary education.
What is a Tax-Free Savings Account?
A Tax-Free Savings Account is a type of bank account. "Tax free" means you do not pay tax on any interest you earn on the money in the account.
Where can I get help paying for my energy bill?
There are programs that can help you pay for your energy bill if you are a low-income energy consumer. You need to meet certain criteria to qualify for these types of programs.

Will I receive financial assistance from the government when I retire?
When you retire, you may be eligible for financial assistance programs from the government.
Will I get a pension from my employer?
Some employers offer a pension plan for their employees. There are two main types of employer pension plans.
How can I save for retirement?
Although you may receive some money from the government when you retire, most people are not able to maintain their standard of living through this income alone.

Investing Basics: Getting Started
Most people know they should play a more active role in their investments but they often don't know where to start. This guide was written to help get you on your way.
Investments at a Glance
This guide tells you about different kinds of investments and some things to keep in mind when you’re considering an investment. It is available in English and French.
Investment Fraud Checklist
Being a smart investor will help you recognize the warning signs of investment fraud and make better investing decisions. Before you invest, ask questions. Use this checklist to help you recognize the warning signs of investment fraud.

Protect Yourself Against Fraud
Learn how to avoid investment fraud and protect yourself from identity theft.
Check Before You Invest
Learn how to check the registration of any person or business trying to sell you an investment or give you investment advice.
RESP Checklist
Registered Education Savings Plans (RESPs) can be an effective way to save for post-secondary education, but different plans have different features, risks and costs. Find out more about these key things before you invest.

Introduction to Investing - A Primer for New Investors
Whether you are new to investing or new to Canada, investing for your future is important. And no matter how much (or little) money you have to invest, having the right information and resources can help you make better decisions for you and your family.
RESP Plan Comparison
Learn about the three types of Registered Education Savings Plans (RESPs).

Common Investment Scams