Before You Invest Blog Directory

Welcome to our Before you invest blog directory. This directory includes all informative posts we have published sincce 2017. The directory categorizes blog posts under specific topic headings to make it easier to find information. For example, some of the topics heading include bonds, crypto assets, equities, and investment fees.

The directory also places all our informative blog posts all on one page for the first time. This will make it much easier to search for topics or key words in titles and find the information you’re looking for.

Alternative Investments

Financial Literacy Month Basics – Alternative Investments

November 29, 2023

Let’s Swap – Talking types of derivative swaps

May 24, 2023

You’ve got Options: The basics on Options investing

May 17, 2023

What is an alternative trading system?

July 14, 2021

Back to Basics: Alternative Investments

October 18, 2019

Bonds

What are bond ratings?

January 6, 2021

Back to Basics: Bonds

October 16, 2019

What is a bond fund?

October 24, 2018

What are junk bonds?

October 17, 2018

What are some different types of bonds?

October 10, 2018

What is a yield?

October 3, 2018

Capital Gains and Capital Losses

Timing the Market or Time in the Market? Capital Gains/ Capital Losses

May 11, 2022

How do capital gains taxes work?

March 31, 2021

What is adjusted cost base (ACB)?

September 25, 2019

What are capital gains and capital losses?

October 31, 2018

CEDIFs

What do I need to know before putting a CEDIF in an RRSP?

November 28, 2021

How do I get out of a CEDIF investment

November 21, 2021

What are CEDIFs?

September 27, 2017

Crypto assets

Bitcoin ATM frauds on the rise

February 19, 2025

Top three things a registered crypto trading platform must do

November 29, 2024

There are no registered professional crypto traders

May 27, 2024

So, about NovaCrypto

March 18, 2024

Why Did Binance Exit Canada?

July 5, 2023

High stakes: things to consider before you agree to “stake” your crypto assets

November 23, 2023

Are you using a registered crypto asset trading platform?

April 6, 2022

Are crypto trading platforms regulated?

May 26, 2021

What is a white paper?

December 18, 2019

Do ICOs have disclosure requirements?

June 13, 2018

What are the risks of cryptocurrencies and ICOs?

June 6, 2018

What is a cryptocurrency exchange?

May 30, 2018

What is blockchain?

November 1, 2017

What is an Initial Coin Offering and is it security?

August 9, 2017

Derivatives

Let’s Swap – Talking types of derivative swaps

May 24, 2023

What are swaps?

June 21, 2017

What are options?

June 14, 2017

What are future contracts and forward contracts?

June 7, 2017

What is a derivative?

May 31, 2017

Equities

Understanding the Stock Market and its purpose – CBOE Canada Exchange

August 21, 2024

Understanding the Stock Market and its purpose – Montreal Exchange

August 7, 2024

Understanding the Stock Market and its purpose – Canadian Securities Exchange

July 24, 2024

Understanding the Stock Market and its purpose – TSX Venture Exchange

July 10, 2024

Understanding the Stock Market and its purpose – Toronto Stock Exchange

June 26, 2024

Understanding the stock exchange and its purpose – Part 1

May 22, 2024

Order Up Part 3 – Stop Loss Orders

November 16, 2022

Order Up Part 2 – Limit Orders

November 9, 2022

Order Up Part 1 – Market Orders            

November 2, 2022

What is an ex-dividend date?

December 15, 2021

What happens when a company name or stock ticker changes?

October 20, 2021

What is a SPAC?

April 14, 2021

How are dividend yields calculated?

December 16, 2020

What is a reverse stock split?

November 18, 2020

What is day trading?

September 23, 2020

What happens to my shares if a company merges or is taken over?

April 22, 2020

What happens to my shares if a company goes bankrupt?

April 15, 2020

What are stock market circuit breakers?

April 1, 2020

Can I buy stock in the company I work for? Part 2

January 22, 2020

Can I buy stock in the company I work for? Part 1

January 15, 2020

What affects the value of a stock?

November 13, 2019

Back to Basics: Equities

October 14, 2019

What is the difference between distributions and dividends?

May 22, 2019

What is the difference between a common and preferred share?

May 15, 2019

What is a stock split?

December 12, 2018

What is short selling?

November 14, 2018

What is a clearing house?

November 7, 2018

What is a yield?

October 3, 2018

What are employee stock options

September 19, 2018

What is a dividend reinvestment plan?

September 12, 2018

What is a market cap?

August 1, 2018

What is a private placement offering?

February 21, 2018

Is this old stock certificate I found worth anything?

October 18, 2017

What is an IPO?

September 6, 2017

How many stock exchanges are in Canada?

August 23, 2017

What are equities?

April 19, 2017

What are some common investments?

February 15, 2017

Exchange-traded funds (ETFs)

What are covered call ETFs?

December 6, 2023

What are high interest savings account exchange-traded funds (HISA ETFs)?

October 4, 2023

What are single-stock ETFs?

May 10, 2023

What is an ex-dividend date?

December 15, 2021

What is the difference between a hedged and unhedged ETF?

November 24, 2021

Back to Basics: Exchange-traded funds (ETFs)

October 11, 2019

What is Net Asset Value (NAV)?

September 5, 2018

What is the difference between a mutual fund and an ETF?

August 29, 2018

What is an Exchange-traded fund (ETF)?

September 13, 2017

What is an index fund?

July 12, 2017

Financial elder abuse

Protecting Seniors: Investment fraudsters targeting seniors

June 19, 2024

Protecting Seniors: World Elder Abuse Awareness Day (WEAAD)

June 12, 2024

Protecting seniors: Investor education presentations & Fraud Bingo

June 5, 2024

Targeting Older Adults with Investment Fraud

June 21, 2023

World Elder Abuse Awareness Day is June 15th

June 15, 2023

Investment scams targeting seniors

June 29, 2022

Why would an adviser need to place a temporary hold?

June 22, 2022

World Elder Abuse Awareness Day

June 15, 2022

Trusted Contact Person (TCP) – Did you assign one? Were you asked?

June 8, 2022

Protect yourself from financial elder abuse

June 30, 2021

How do I help someone that may be a victim of financial elder abuse?

June 23, 2021

What are the warnings signs of financial elder abuse?

June 16, 2021

How do I know if someone is vulnerable to financial elder abuse?

June 9, 2021

What is financial elder abuse?

June 2, 2021

Proposed changes to securities regulations to enhance protections of older adults and vulnerable clients. Part 2: Temporary Holds

June 24, 2020

Proposed changes to securities regulations to enhance protections of older adults and vulnerable clients. Part 1: Trusted Contact Person

June 17, 2020

Protect your loved ones from financial elder abuse

June 10, 2020

Protect yourself from financial elder abuse

June 3, 2020

How do I help someone that may be a victim of financial elder abuse?

June 26, 2019

What are the warning signs of financial elder abuse?

June 19, 2019

How do I know if someone is vulnerable to financial elder abuse?

June 12, 2019

What is financial elder abuse?

June 5, 2019

Indexes

What are index mutual funds?

February 17, 2021

What is an index fund?

July 12, 2017

What is an index?

July 5, 2017

Insurance products

What are annuities?

April 17, 2019

What are segregated funds?

May 2, 2018

Investing basics

Investments Check-up

December 11, 2024

Why does time horizon matter?

December 4, 2024

Interest rates and investing

May 15, 2024

Before You Invest….

December 13, 2023

Financial Literacy Month Basics - Fixed-Income Securities

November 22, 2023

Financial Literacy Month Basics – Cash and cash equivalents

November 15, 2023

Financial Literacy Month Basics – Why Invest?

November 8, 2023

End of year financial review. Time for an investment checkup

December 14, 2022

Giving securities as a gift during the holidays

December 7, 2022

Recovery of an investment loss. Let’s do the math

September 7, 2022

Taking the Leap! Getting Started in Investing

May 25, 2022

Can I give an investment as a gift?

May 13, 2022

Will I lose my investments if I file for bankruptcy?

Jan 29, 2020

What if forex?

November 27, 2019

What is the consumer price index?

November 6, 2019

Back to Basics: Why should I invest?

October 4, 2019

Back to Basics: What is investing?

October 2, 2019

What is net worth?

July 24, 2019

How does compound interest work?

May 8, 2019

How do investments make money?

April 24, 2019

What are asset classes?

January 30, 2019

What is diversification?

January 23, 2019

What is time horizon?

January 16, 2019

What is passive management?

February 14, 2018

What is active management?

February 7, 2018

What are alternative investments?

April 26, 2017

What are equities?

April 19, 2017

What are mutual funds?

April 12, 2017

What are fixed-income securities?

April 5, 2017

How do I find an adviser that's right for me?

February 22, 2017

Do all investments have risk?

February 8, 2017

How do I get started with investing?

February 1, 2017

Why should I invest?

January 25, 2017

What is investing and how is it regulated?

January 18, 2017

Investment advisers

Choosing a financial adviser – Part 2 – Questions to ask and expectations

November 22, 2024

Choosing a financial adviser – Part 1 – Why might I need an adviser?

November 15, 2024

Adviser, robo-adviser, or DIY? Pros and Cons

October 23, 2024

Impersonation Scams Part 2 – Registered Advisers and Regulators

March 13, 2024

Investment advertising reminder

January 18, 2024

How often should I meet with my adviser?

May 12, 2021

What are the minimum statement requirements for an adviser?

May 20, 2020

Are there rules around advertising for advisers?

January 8, 2020

Back to Basics: Finding an adviser

October 30, 2019

Back to Basics: Robo-advisers

October 28, 2019

What happens if my financial adviser changes firms?

September 18, 2019

What is an investment policy statement?

July 25, 2018

Are robo-advisers registered?

June 20, 2018

What questions do I need to ask my new adviser?

April 25, 2018

Why do I need an adviser?

April 18, 2018

What is a hedge fund?

January 3, 2018

What is an investment fund manager?

December 27, 2017

What is a portfolio manager?

December 20, 2017

What is an investment dealer?

December 13, 2017

What is a mutual fund dealer?

December 6, 2017

What is an exempt market dealer?

November 29, 2017

What is a scholarship plan dealer?

November 22, 2017

What is a KYC?

October 11, 2017

What are robo-advisers?

October 4, 2017

Does the spelling of adviser matter?

June 28, 2017

How is my adviser paid?

May 17, 2017

What is I disagree with my adviser?

May 10, 2017

What is a registered adviser?

May 3, 2017

How do I find an adviser that's right for me?

February 22, 2017

Investment fees

Understanding investment fees and charges

November 9, 2018

What are loads?

August 22, 2018

What is a management expense ratio?

July 11, 2018

What is a Deferred Sales Charge (DSC)?

July 4, 2018

What are embedded commissions?

June 27, 2018

Can you explain mutual funds fees?

May 24, 2017

How is my adviser paid?

May 17, 2017

Investment fraud

Bitcoin ATM frauds on the rise

February 19, 2025

Analyzing the 2024 Investor Index Part 2: DIY investing and Investment Fraud

August 28, 2024

Where should I report my fraud complaint?

July 17, 2024

Protecting Seniors: Investment fraudsters targeting seniors

June 19, 2024

What is AI Washing?

May 8, 2024

Finfluencers – Be careful who you get advice from online

April 17, 2024

Precious metals scams

April 3, 2024

So, about NovaCrypto

March 18, 2024

Impersonation Scams Part 2 – Registered Advisers and Regulators

March 13, 2024

Impersonation Scams Part 1 – The Rich and Famous

March 6, 2024

Watch out for romance scams on Valentine’s Day

February 14, 2024

Targeting Older Adults with Investment Fraud

June 21, 2023

Pig Butchering: The anatomy of an investment fraud

March 22, 2023

Top Investor Threats of 2023

March 15, 2023

Learn the Red Flags of Investment Fraud

March 8, 2023

Should I report this to the Nova Scotia Securities Commission?

April 20, 2022

The True Cost of Investment Fraud

March 23, 2022

I’m a victim of investment fraud! What do I do?

March 16, 2022

Red Flags of investment fraud

March 2, 2022

What are forex scams?

July 8, 2020

What are recovery room scams?

August 7, 2019

What is registrant misconduct?

April 11, 2018

What is market manipulation?

April 4, 2018

Fraudster Friday: Nova Scotia Fraudsters

March 30, 2018

What is insider trading?

March 28, 2018

Fraudster Friday: Earl Jones

March 23, 2018

What are illegal distributions?

March 21, 2018

Fraudster Friday: Bre-X Ltd. Gold Fraud

March 16, 2018

What are some common forms of investment fraud?

March 14, 2018

Fraudster Friday: Bernie Madoff

March 9, 2018

What is market misconduct?

March 7, 208

Fraudster Friday: Charles Ponzi

March 2, 2018

Boiler Rooms & Oil & Gas scams

March 31, 2017

I think I've been scammed. What do I do?

March 29, 2017

Offshore investment & Pension/Retirement scams

March 24, 2017

Are investment seminars scams?

March 22, 2017

Exempt securities scams & Forex scams

March 17, 2017

What is a pump and dump?

March 15, 2017

All about Affinity Fraud

March 10, 2017

What is a Ponzi scheme?

March 8, 2017

What are the warning signs of investment fraud?

March 1, 2017

Investment strategies

No Frills Investing Part 3: Mutual funds, Exchange-traded funds and shares.

April 19, 2024

No Frills Investing Part 2: Financial Planning vs. Investment Advice/Products – What’s the difference?

April 12, 2024

No Frills Investing Part 1: Investing Under $50,000 – What are my options?

April 5, 2024

Timing the Market or Time in the Market? – Dividends

May 18, 2022

Timing the Market or Time in the Market? Capital Gains/ Capital Losses

May 11, 2022

Timing the Market or Time in the Market? Compound Interest

May 4, 2022

What is dollar cost averaging?

August 4, 2021

What is the strangle strategy?

October 21, 2020

What is the smith maneuver?

July 22, 2020

Investor index

Analyzing the 2024 Investor Index Part 3: Investor Knowledge Quiz

September 18, 2024

Analyzing the 2024 Investor Index Part 2: DIY investing and Investment Fraud

August 28, 2024

Analyzing the 2024 Investor Index Part 1: Social Media Use Among investors

August 14, 2024

Try the Investor Knowledge Quiz - Part 4

October 26, 2022

Try the Investor Knowledge Quiz - Part 3

October 19, 2022

Try the Investor Knowledge Quiz - Part 2

October 12, 2022

Try the Investor Knowledge Quiz - Part 1

October 5, 2022

How well educated in investing are Canadians?

October 25, 2017

Mutual funds

No Frills Investing Part 3: Mutual funds, Exchange-traded funds and shares

April 19, 2023

How often are fund facts updated?

May 5, 2021

Can I change my mind on a mutual fund purchase?

April 28, 2021

What are target-date mutual funds?

March 10, 2021

What are fund-of-fund mutual funds?

March 3, 2021

What are specialty mutual funds?

February 24, 2021

What are index mutual funds?

February 17, 2021

What are balanced mutual funds?

February 10, 2021

What are equity mutual funds?

February 3, 2021

How do I determine what series of mutual fund I own?

March 4, 2020

What are Series F Mutual Funds?

February 26, 2020

What are Series D Mutual Funds?

February 19, 2020

What are mutual fund series?

February 12, 2020

Where can you find a mutual funds full investment holdings?

November 20, 2019

What are book value and market value?

July 31, 2019

Back to Basics: Mutual Funds

October 9, 2018

What is Net Asset Value (NAV)?

September 5, 2018

What is the difference between a mutual fund and an ETF?

August 29, 2018

What is a mutual fund dealer?

December 6, 2017

What information is found in Fund Facts?

September 20, 2017

Can you explain mutual funds fees?

May 24 , 2017

What are mutual funds?

April 12, 2017

What are some common investments?

February 15, 2017

Online investing

Top three things a registered crypto trading platform must do

November 29, 2024

Analyzing the 2024 Investor Index Part 1: Social Media Use Among investors

August 14, 2024

Artificial Intelligence and investing

April 24, 2024

Finfluencers – Be careful who you get advice from online

April 17, 2024

So, about NovaCrypto

March 18, 2024

Are all investing apps the same? - Choosing an investing app that’s right for you

February 21, 2024

Gamification in investing Part 2: Behavioural Techniques with Gamification Connections

October 18, 2023

Gamification in investing Part 1: Common Gamification Techniques

October 11, 2023

What is DeFi?

July 28, 2021

Back to Basics: Robo-advisers

October 28, 2019

Are robo-advisers registered?

June 20, 2018

What are robo-advisers?

October 4, 2017

OTC markets

The basics of OTC Markets

January 15, 2025

What are the risks when trading on over-the-counter (OTC) markets?

July 20, 2022

Real estate investing

What are real estate limited partnerships?

July 17, 2019

What are mortgage investment entities?

July 10, 2019

What are syndicated mortgages?

July 3, 2019

What is a REIT?

January 31, 2018

Registered investment accounts (RRSP, TFSA, RESP, RDSP, FHSA)

RRSP basics at tax time

February 5, 2025

Investments eligible for registered accounts (RRSP, RRIF, TFSA, RESP, RDSP, FHSA)

November 8, 2024

RRSP refresher

January 24, 2024

RESP info you can use

September 27, 2023

What is the First Home Savings Account (FHSA)?

April 26, 2023

What do I need to know about Registered Retirement Savings Plans?

January 11, 2023

School's In: RESP review

September 21, 2022

Investment Advertising during RRSP season

January 19, 2022

It’s RRSP season! But what’s an RRSP?

January 12, 2022

What is a Registered Disability Savings Plan?

October 27, 2021

Does TFSA growth affect my contribution room?

August 11, 2021

Do I have to pay tax on US stocks I own in my TFSA?

July 21, 2021

What is the RRSP withholding tax?

July 7, 2021

Can I open a TFSA for my child?

December 2, 2020

What is the RRSP Home Buyers Program?

November 25, 2020

Can you day trade through your TFSA?

October 28, 2020

What is the penalty for overcontributing to a TFSA?

July 15, 2020

Can an RESP hold different investments?

May 27, 2020

What are the age limitations on RRSPs and TFSAs?

September 4, 2019

What is the difference between RRSP and TFSA investments accounts?

January 2, 2019

What happens to an RESP if my child doesn't go to college?

August 15, 2018

What is an RESP?

August 8, 2018

Are RRSPs securities?

January 10, 2018

Registration

There are no registered professional crypto traders

March 27, 2024

Are you using a registered crypto asset trading platform?

April 6, 2022

Don’t forget to check registration

March 9, 2022

What are the exemptions to registration?

May 19, 2021

Back to Basics: Checking Registration

October 25, 2019

Back to Basics: Categories of Registration

October 23, 2019

Back to Basics: Registration

October 21, 2019

Are robo-advisers registered?

June 20, 2018

How do I check registration?

May 9, 2018

What is an RESP?

August 8, 2018

Are RRSPs securities?

January 10, 2018

Risk

Investing on margin comes with risk

October 16, 2024

What is your risk capacity?

July 13, 2022

What is systematic risk?

December 8, 2021

What is systemic risk?

December 1, 2021

What is the relationship between risk and return when investing?

October 13, 2021

What is leverage?

November 4, 2020

What is foreign investment risk?

April 10, 2019

What is longevity risk?

April 3, 2019

What is time horizon risk?

March 27, 2019

What is inflation risk?

March 20, 2019

What is reinvestment risk?

March 13, 2019

What is credit risk?

March 6, 2019

What is concentration risk?

February 27, 2019

What is liquidity risk?

February 20, 2019

What is market risk?

February 13, 2019

What is risk tolerance?

February 6, 2019

Leveraged investment strategy or double jeopardy?

January 9, 2019

Do all investments have risk?

February 8, 2017

Saving and investing

You can’t “Save” for retirement

July 6, 2022

Save or Invest? What’s your financial goal?

April 13, 2022

What is the difference between saving and investing?

August 14, 2019

Securities regulation

What is AI Washing?

May 8, 2024

SEDAR+ is launching soon

June 14, 2023

What is the NSSC? – Enforcement

August 24, 2022

What is the NSSC? – Corporate Finance

August 17, 2022

What is the NSSC? – Policy and Market Regulation

August 10, 2022

What is the NSSC? – Investor Education

August 3, 2022

What is a security anyway? Part 3

February 16, 2022

What is a security anyway? Part 2

February 9, 2022

What is a security anyway? Part 1

February 2, 2022

What Client Focused Reforms (CFRs) are coming into effect Dec 31, 2021?

December 22, 2021

What are the prospectus exemptions? Part 7: Offering Memorandum exemption

October 6, 2021

What are the prospectus exemptions? Part 6: Start-up crowdfunding exemption

September 29, 2021

What are the prospectus exemptions? Part 5: Minimum amount ($150,000) exemption

September 22, 2021

What are the prospectus exemptions? Part 4: Accredited investor exemption

September 15, 2021

What are the prospectus exemptions? Part 3: Employee, Director, Officer and Consultant exemption

September 8, 2021

What are the prospectus exemptions? Part 2: Family, friends, and business associate’s exemption

September 1, 2021

What are the prospectus exemptions? Part 1: Private issuer exemption

August 25, 2021

Are crypto trading platforms regulated?

May 26, 2021

What are the exemptions to registration?

May 19, 2021

What is SEDI?

April 21, 2021

What happens when a company ceases being a reporting issuer?

April 7, 2021

How many reporting issuers are in Nova Scotia?

March 31, 2021

Back to Basics: The Nova Scotia Securities Commission

October 7, 2019

Are there rules around forming an investment club?

December 5, 2018

What is the Howey test?

May 23, 2018

What is an accredited investor?

February 28, 2018

What is SEDAR?

November 15, 2017

What is a cease trade order?

August 16, 2017

What is in a prospectus?

August 2, 2017

How are issuers regulated in NS?

July 26, 2017

Is crowdfunding regulated by the NSSC?

July 19. 2017

What is investing and how is it regulated?

January 18, 2017

What does the NSSC do?

January 4, 2017

SROs and other organizations

What to know about the New SRO

February 1, 2023

What is OBSI?

September 26, 2018

What is the MFDA?

January 24, 2018

What is IIROC?

January 17, 2018

What is the CSA?

November 8, 2017

Sustainable investing (ESG)

What is ESG investing?

July 19, 2023

What is sustainable investing?

September 30, 2020

Hero Unit: 
Hero image