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Member Benefits
 
  • Guide & Workbook
    View Samples from Guide and Workbook:
  • Investors-Aid Guide to Protecting Investment Returns. (220p)
  • Investor Protection Workbook.(58p)
  • Get control of your investments
  • Find the best mutual funds and ETFs
  • Invest more easily on your own
  • Significantly improved returns
  • Discounts and cost savings of up to 70% with major investment firms
  • Use the best low risk strategies and practices
  • Co-op Portfolios that use only the best ETFs or mutual funds
  • Safety and security
  • Find the best advisory option
  • Portfolio Upgrade online tool
  • Consumer reports and advisories
  • Free online help
  • Supportive network of members and professionals all across Canada
  • Best Group Plans for your employees or organization members

 

 Quick, easy ways to:

  • Cut the 'fat' from your investments and advisory costs
  • Find the best mutual funds
  • Avoid the most common investment mistakes
  • Get value from your advisor
  • Protect your investments from capital loss
  • Resolve disputes
  • To invest responsibly and sustainably
  • Access discounts on transfer fees, RRSP administration fees, wrap account fees and asset-based fees

And much more

workbooksm.jpgInvestor Protection Workbook.(58p)

Gives consumers the essentials for an efficient, low-risk portfolio that can greatly improve returns. Protects assets from excess cost/risk and from advisor behaviour using only proven long term strategies and the best consumer product.

 

small guide_book_3-shadow.jpgInvestors-Aid Guide to Protecting Investment Returns. (220p)

A concise and practical guide to protecting assets and promoting fair long term returns. An efficient compilation of all our consumer reports plus lots of bonus material.

 

 

Consumer Reports

“Mistakes and 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”

smallish stacked report.jpg

 


“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”


“Protecting Yourself with Account Opening Documents”

 

“3 Mistakes you don't want to make"

 

“Disaster Proof Your Portfolio”