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Personal Finance
Asset Allocation
Asset Allocation
Clarify your objectives and risk tolerance to build a better portfolio
Calculator
Calculators
Want to calculate your net worth? Analyze your household budget? Compare auto loans? Try our interactive calculators.
Calculator
INVESTOR EDUCATION FUND
Mutual Fund Fee Impact Calculator
See the impact of various mutual fund fees on your investment return over time.
Currency Converter
Currency Converter
Getting ready to travel? Know what your dollar is worth before you go...
Glossary
Glossary
Our glossary contains over 5,000 definitions, organized and cross-referenced for your convenience.
Currency Converter
ONTARIO SECURITIES COMMISSION
Characteristics of Various Types of Securities
This OSC guide provides an overview of some common types of securities in terms of liquidity, expected return and risk.
Investment Planning
CANADIAN SECURITIES ADMINISTRATORS
Investment Planning Worksheet
This worksheet will help you establish clear financial goals, identify the resources you have to achieve your goals and assess your risk tolerance.
Investment Planning
ONTARIO SECURITIES COMMISSION
Making a Complaint
This guide explains how to avoid disputes with your investment firm and what your options are if problems do occur. Try using the included worksheet to record your dealings with your investment advisor.

ONTARIO SECURITIES COMMISSION
Know Who You Are Dealing With
Tips from the OSC on choosing a financial advisor or investment dealer.


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