Useful Reports & Links

Some Useful Reports

Tax-Free Savings Accounts (TFSA) (PDF)
Know some of the issues and rules related to this important account.

Currency Options (PDF)
This document, from the Montreal Exchange, provides an overview of Canadian currency options, and touches on how currency exchange can be hedged.
© Bourse de Montréal Inc.

How to Buy Mining Stocks (PDF)
This document highlights the stock pricing cycle for mining stocks, and identifies entry points for investors. Investors of mining stocks typically have a predilection for higher risk investing.

Guide to American Depositary Receipts (ADRs) (PDF)
This document in detail covers the concepts related to ADRs, investment vehicles for US and Canadian investors seeking investments in foreign firms.

Guide on Options (PDF)
This document is a reference manual produced by the Montréal Exchange. It introduces Options and offers some option strategies.
© Bourse de Montréal Inc.

What are ETFs? (PDF)
This document provides a nice overview on ETFs, and investment options using ETFs.

Documents are provided in a .pdf format. PDF files can be opened with Adobe Acrobat Reader.

Useful Internet Links


Toronto Stock Exchange
Home of Canadian equities trading
Montréal Exchange
Home of the Canadian Derivatives Exchange
CBOE – Chicago Board of Exchange
Largest home for US Options trading
America's Largest Electronic Stock Exchange
EDGAR - US Database
Database of US public corporate document filings
Database of Canadian Corporate filings
Investment Industry Regulatory Organization of Canada
CIPF – Canadian Investors Protection Fund
An industry fund that protects Investors Assets
Industrial Alliance Securities
Home website of Industrial Alliance Securities Inc.
Dow Jones
An excellent site for information related to the securities markets
Ontario Securities Commission
The Ontario regulator that administers and enforces securities legislation
Electronic Disclosure by Insiders of Publicly traded companies
The Investment Funds Institute of Canada
A great educational site on the Mutual Fund Industry
New York Stock Exchange
America's first securities exchange since 1792


Bank Of Canada
Web site for our central Bank
Canada Revenue Agency
All the Federal Tax Information and Forms that you need