Investing Strategies

Understanding mutual funds

Our new Mutual Funds 101 guide helps you understand the ins and outs of investing in mutual funds - using language that's straightforward and easy to understand.

Learn how mutual funds work, the types of funds available, the fees involved, as well as important buying and investing strategies. A Glossary of common and not-so-common terms offers a handy go-to investment dictionary.

Investing essentials

With an abundance of investment options to choose from, advice is more vital than ever to help investors reach their goals.

This guide puts investing essentials at your fingertips to make investment conversations easier to understand.

Big Picture 2024

Markets go up and they go down, but they trend up over the long term. With market volatility back in the headlines, it’s important to put short-term market events into the long-term perspective.

The Big Picture (2023 Chart) illustrates the historic performance of $1,000 invested in different portfolios over the long-term. Despite the many market events and drawdowns, each portfolio has generated significant growth, demonstrating the importance of staying invested, disciplined and diversified.

Dynamic Tax-Free Savings Account

The Tax-Free Savings Account was introduced by the Canadian government in 2009 as another way of helping investors save more. It is a flexible registered savings account that allows for tax-free withdrawals. Learn the basics of TFSAs here.