Investor Education

We remain committed to providing our clients with educational resources.

We recognize it is our responsibility to look out for our clients best interests, but we believe that a fully informed client is a healthier client

Canadian Securities Administrators (CSA)

The CSA's impact on most Canadians comes through its efforts to help educate Canadians about the securities industry, the stock markets and how to protect investors from investment scams. The CSA provides a wide variety of educational materials on securities and investing. It has produced brochures and booklets explaining various topics such as how to choose a financial advisor, mutual funds, and investing via the internet. All CSA materials are available in the Investors' Tools section of the CSA Website and through your local securities regulator. Learn More

Financial Planning Standards Council (FPSC)

Financial Planning Standards Council (FPSC®), is a not-for-profit organization which develops, promotes and enforces professional standards in financial planning through Certified Financial Planner®/CFP® certification, and raises Canadians' awareness of the importance of financial planning. FPSC's vision is to see Canadians improve their lives by engaging in financial planning. Learn More

Canadian Investor Protection Fund (CIPF)

CIBC World Markets is a member of the Canadian Investor Protection Fund (CIPF) which means that our clients' accounts are protected by CIPF within specified limits. More information can be found on the CIPF website at www.cipf.ca.

Asset Allocation

Asset Allocation is a key component of the drivers of your long term investment return. Research report – Helping Investors Navigate the Markets and Remain Optimally Allocated, 2013 Learn More