Before making an investment

Before making any investment related decisions, it is important to consider multiple facets of the investment to determine if it is suitable for your individual financial needs and objectives.

With the assistance of an Exempt Market Securities Dealer, one should be considering:

  • Personal factors such as annual income, need for liquidity, investment horizon, attitude towards risk, and current portfolio composition
  • The investment's historical returns, future potential, and industry related risks.
  • Who, both on a management level and as a firm in its totality, is in charge of decisions related to your investment

The Ontario Securities Commission (OSC) provides investors like you with guidelines and information that allows for better decision making related to your investment.

Below are two useful documents for your review:

Investment Fraud Checklist: (OSC)

Protecting your Money: (OSC)

Investment Fraud Checklist Protecting your Money
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