RESOURCES AND TOOLS
VARIETY OF TOOLS
The more you know, the better equipped you are to make sound financial decisions. We have a variety of tools to help you assess your financial goals and shed practical light on how to achieve them.
Visit industry-specific sites to learn more about your rights as a client and the regulating bodies in financial services in Canada.
- Canadian Deposit Insurance Corporation (CDIC) ,
- The Mutual Fund Dealer's Association of Canada (MFDA)
To learn about your rights as a mutual fund buyer, click here.
- The Canada Revenue Agency (CRA)
To learn more about tax laws governing Canada and most provinces and territories. You will find information on national, provincial and territorial tax brackets, as well as information on RRSP contribution maximums.
- The Registered Deposit Brokers Association
The RBDA is the professional standards Self-Regulatory Organization (SRO) for deposit products. The RDBA represents its members and is organized for the purpose of regulating the operations and business conduct of its members and their representatives, with a view to promoting investor protection and the public interest.
- Assuris , You will be redirected to an external website.
For information on insurance for your life insurance policy.
- Investment Funds Institute of Canada , You will be redirected to an external website.
For policies governing the investment fund industry in Canada.
- Put your dreams in focus with our financial calculators
MEET AN ADVISOR
Your DFSI advisor will be pleased to meet with you.
