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Tools, Calculators and Quizzes

Assess your needs,
goals and investor knowledge before you start.

Here are some tools to help you assess your level of knowledge and risk tolerance when investing.

Helpful tools

Knowledge

Assess your investor knowledge.
Take the quiz

Budget

This worksheet can help you create your budget.
Create your budget

Investor Checklist

Are you ready to invest? Download an investment readiness checklist.
Download

Investing Plan

Not sure how much to invest?
Use this budget tool to help you develop your plan.
Download

Risk Tolerance

How much risk are you prepared to take with your money? Learn about your risk tolerance.
Take the quiz

Fees

There are many different types of fees and ways that you can be charged on your investments. This calculator, developed by the Ontario Securities Commission, can help you estimate how these fees can affect your investments over time.
Fee calculator

Investing Goals

Review this checklist to help you identify your financial and investing goals.
Review the list

Fraud

Worried about scams and fraudulent schemes? Take this short quiz created by the Government of Canada to see how much you know about financial fraud.
Take the quiz

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