Investors-Aid Guide to Protecting Investment Returns

Investor Protection Workbook

Member to Member Forum keeps you in touch with other members

MEMBER SERVICES

• Dispute Support Service
• Online Help
• Group Plan Consultation
• Pension Consultation
• Financial Planning

DIRECTORIES

• Directory of Best Advisory Options
• Financial Planner Directory
• Advisor designations and what they mean
• Useful Links

INDUSTRY DISCOUNTS YOU NEED TO KNOW ABOUT

• Asset-based Account Discounts
• Wrap Account Discounts
• Transfer Fee Discounts
• RRSP, RRIF, RESP Administration Fee Discounts
• Discretionary Management Services – Full Service Advisors

REPORTS & PUBLICATIONS

• No Cost Big Benifits Group RSP's
• Canada’s lowest cost discount broker gets high marks for value
• Special Report on Defined Benefit Plans
• Mistakes & Disasters. Protecting Portfolios Against Capital Loss
• High Return, Low Risk Investment Strategies for Smart Consumers
• Find and Reduce Excessive Investment Cost
• Is Your Advisor Working in YOUR Best Interest?
• Shopping for Discount Brokers
• What Happened to All the Famous Market Forecasters
• Socially Responsible and Smart
• Understanding the Mysteries of Mutual Fund Taxation
• Investment Product: When Only the Best Will Do
• Inside Statements: Breaking the Code
• The Account Transfer Checklist
• Dispute Resolution that Works
• Protecting Yourself with Account Opening Documents
• 3 Mistakes you don't want to make
• Disaster Proof Your Portfolio

TOOLS & PORTFOLIOS

• Portfolio Upgrade Report Card
• Risk Tolerance Questionnaire
• Best Co-op Portfolios
• Portfolios for New Investors
• Portfolio Quick Fix Checklists
• IA Model Portfolio 20 year returns as of June 30, 2008

CONSUMER ADVISORIES

• Consumer Advisory: ‘Free’ DSC redemptions might cost you
• Fair Practices Code
• Why is indexing such a good strategy for Canadian investors?
• Check your investments
• Are you getting your wrap account discounts
• Bailing out? Do it right!
• Green your investment process
• TFSA…crumbs or cake