Credible resources

When a rule matters, check the source.

A curated starting point for Canadian government, regulator and trusted public resources. External links open the organization’s own website.

Investing and financial basics

Start with plain-language information from public agencies and regulators.

Financial Consumer Agency of Canada — Basics of investingCommon investment types, risk, costs, taxes and complaints.GetSmarterAboutMoneyInvestor education from the Ontario Securities Commission.CIRO Investor QuestionnaireExplore time horizon, risk capacity, risk tolerance and objectives.

Registered accounts and plans

Confirm account rules, contribution room and tax treatment with the Government of Canada.

CRA — Tax-Free Savings AccountTFSA opening, contributions, withdrawals, transfers and tax rules.CRA — Registered Retirement Savings PlanRRSP setup, contributions, deductions, transfers and withdrawals.CRA — First Home Savings AccountFHSA eligibility, participation room, deductions and withdrawals.CRA — Registered Disability Savings PlanRDSP eligibility, contributions, grants, bonds and withdrawals.

RESPs and education savings

Go directly to federal information about RESPs and education-savings incentives.

Government of Canada — Education savings and benefitsEstimate potential RESP grants and bonds and review eligibility.CRA — Registered Education Savings PlansDetailed information about contributions, payments and plan rules.Government of Canada — Canada Education Savings GrantCESG eligibility, amounts and age-related requirements.

Insurance information

Review common insurance terms and confirm how insurance is regulated where you live.

Financial Consumer Agency of Canada — Life insuranceTerm, permanent, whole life, universal life and beneficiaries.Financial Consumer Agency of Canada — How insurance worksDetermining needs and understanding the insurance contract.FSRA Ontario — Life and health insuranceConsumer information from Ontario’s financial services regulator.Alberta Insurance CouncilLicensing, complaints and consumer information in Alberta.

Check registration and protect yourself

Verify who you are dealing with before sharing information or money.

CSA — Are They Registered?Use the National Registration Search for a securities firm or individual.FSRA — Licensed insurance agentsSearch active and recently expired Ontario insurance-agent licences.Alberta Insurance Council — Agent LookupVerify an insurance professional’s Alberta licence.Canadian Anti-Fraud CentreLearn about current frauds, prevention and reporting.

Financial calculators

Explore interactive calculators for savings, loans, investing, taxes, inflation, RRSPs and retirement planning.

External information can change

Links are provided for convenient reference. This website is not affiliated with or endorsed by the linked organizations. Review the date and scope of the source before relying on it.