Top stories for your summer reading list

Welcome to our Investor News summer issue featuring our most read stories of the year as well as some notable initiatives. Put your feet up and relax while reading Investor News highlights.

It’s no surprise our top investing stories included investing in a bear market, an inflation explanation and how interest rates affect your investments. Get Smarter About Money applauds the many readers who made create your investment plan one of the most clicked investment articles.

Don't be fooled by fraudsters

In a sea of scamming sharks, information is your financial life preserver. How a fraudster might approach you is our most popular protecting your money story. Our second most popular article teaches you how to spot fake websites. The red flags of crypto fraud and recovery room scams ranked high too.

How to grow and guard your money

In case you missed it, learn the difference between savings versus investing — our most popular financial literacy article. Another top and topical fin lit read is Inflation and your household budget.

Getting behind investing trends headlines

From crypto assets to socially conscious funds, we want to help you make informed investment choices. That’s why we refreshed GetSmarterAboutCrypto.ca and created a resource hub about environmental, social and governance (ESG) investing. And small business owners can improve their financial literacy with our Running a Small Business hub.

The OSC's Seniors Strategy in action

Free OSC resources became available earlier this year to help registered firms and representatives meet the needs of older investors. White label materials include best practices and ready-made forms to assist people working with older and vulnerable clients.

A focus of recent months was helping investors understand who a Trusted Contact Person is. Watch our explanatory video. You can also read about why naming a Trusted Contact Person is an important step you can take to protect your finances.

Here are some key developments and publications from the past year:

• The OSC issued its 2022-2023 Statement of Priorities. It details four strategic goals and 23 priority areas of focus. The final statement of priorities is included in the OSC's Business Plan for the Fiscal Years Ending 2023-2025.
• An independent evaluation of OBSI’s investment mandate found that OBSI met and exceeded its obligations under the Memorandum of Understanding with the Canadian Securities Administrators. The report sets out in detail the findings of the evaluation as well as recommendations for the OBSI board and regulators to consider.
• The OSC’s Investor Advisory Panel released its 2021 Annual Report summarizing its activities, submissions, consultations and meetings during the calendar year.
• The OSC published an updated Service Commitment, which provides investors, registrants and market participants with transparency on the standards and timelines they can expect when interacting with the OSC.
• The OSC published its 2021 Annual Report highlighting its work to support investors and firms during unprecedented times, maintain market integrity, and build toward an innovative future. 
• The government announced the new Board of Directors of the OSC and adjudicative members of the new Capital Markets Tribunal.
• The OSC is providing approximately $2.7 million in funding for Prosper Canada to deliver financial literacy, counselling and investor protection resources to financially vulnerable Canadians.
• CSA announced the establishment of the CSA Investor Advisory Panel (CSA IAP), and the appointment of its first members.
• Canadian securities regulators, SROs and investor protection funds established a timeline for the new self-regulatory framework. The CSA announced the proposed board members and CEO of the new self-regulatory organization (SRO).
• Canadian financial regulators propose total cost reporting for investment funds and segregated funds. The CSA and the Canadian Council of Insurance Regulators (CCIR) published proposals to enhance total cost reporting for investment funds and segregated funds.
• The CSA and Investment Industry Regulatory Organization of Canada (IIROC) published guidance to help crypto trading platforms understand and comply with requirements under securities law and IIROC rules for advertising, marketing and social media use.
• The CSA published guidance for investment funds on their disclosure practices that relate to environmental, social and governance (ESG) considerations, particularly funds whose investment objectives reference ESG factors and other funds that use ESG strategies (ESG-Related Funds).
• CSA published its Report on Achievements and Business Plan.

Video hits

This year we added to our roster of fin lit videos. Get back to basics with Stocks 101, Bonds 101 and ETFs 101.

Redesigned with you in mind

We redesigned Investor News this year to make it easier to enjoy. Tell your friends to sign up for Investor News.

We also now offer Investor News in both official languages. Investor news sont également disponibles en français. Abonnez-vous dès maintenant.

Expanding our social network

Our social channels got a boost this year with our new Instagram account. @GetSmarterAboutMoney has tips on investing and personal finances to help you make informed decisions.

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