Planning investments

Planning on becoming an investor

When planning on becoming an investor, there are many things you need to consider, including:

Where you are in your life, or life stage
Expected and unexpected life events
Investment time horizon (long- versus short-term)
Risk tolerance
Investment/financial knowledge
Financial goals and expectations
Budget and financial plan that’s appropriate for you
How to research investments and check registration
Whether to use the services of a financial adviser
The importance of reviewing and adjusting your investments
How to identify potentially fraudulent investments
See the ASC Investment Caution List
Where you’re getting your information from and if it’s credible. (Meme stocks are a great example).

Now is the time to lay the right foundation of financial knowledge and to develop a financial plan that meets your goals at every stage of your life.

Learn about your life stage

Understand yourself

Check before you invest

Send us a note

Use this form to send a general question to the Alberta Securities Commission about CheckFirst, investor education, or investor protection resources. If your matter involves a complaint or suspicious investment activity, use the reporting links on the Contact page so it reaches the right ASC team.

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Before submitting, please check the FAQ section for answers to common questions about investing, fraud prevention, and CheckFirst resources. Many questions can be resolved there immediately.

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This matter is time sensitiveIf there is an immediate risk of loss or ongoing suspicious activity, use the reporting options on the Contact page as well.

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Good decisions don’t come with a countdown.

Planning on becoming an investor