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Notes

What's changing in the rules, and what it means for you

Short, practical articles on the rules that affect retail investors in Canada — no legal jargon, no hype.

How to read the notes below

Written for beginners, on purpose

Every article here assumes no background in markets. Where a term can't be avoided, it's explained the first time it comes up, and where rules differ by province, we say so rather than glossing over it.

What you won't find here

No price predictions, no signals to follow blindly. Any promise of a guaranteed return is the clearest warning sign in this industry, and we won't add to it.

How often we update these notes

Articles get revisited whenever the underlying rules change — a new regulation, a new reporting requirement, a shift in how deposits are processed. The date shown is when it was last checked, not when it was first written.

Have a topic to suggest?

If a question isn't answered here, send it through our contact page — recurring questions are usually what becomes the next article.