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Educational Resources

Not sure what to ask your financial adviser? Are you thinking of retiring and want to know how to protect your money? Or maybe you’re a parent or teacher wanting to know how to talk to youth about money matters? Explore this section to find the videos, brochures, fact sheets and other tools you need to get started.

Factsheet (one page summary)Description

Fraud Prevention Checklist

Protect yourself from becoming a victim by using this checklist when making investment decisions.

Understanding Registration

The category of registration tells you what products and services a firm or individual can offer.

Check before you invest

Use this workbook to record information found when researching an investment individual or firm that you are considering working with.

Financial Concerns Checklist

A checklist of all the important questions you should be asking yourself to determine if you have financial concerns that you should be discussing with an individual that you trust.

Questions to ask when choosing a financial adviser

A checklist of all the important questions you should be asking your financial adviser when you have a meeting.

Investments 101

Important investment information for youth. This information sheet describes different types of investments and how they work. It is a valuable reference for all ages.

Sandwich Generation: Are you caught in the middle?

Helpful tips for people who are responsible for the care and support of dependent children and elderly family members as well as their own financial needs.

Boiler Room Scams: Could you be Vulnerable

Critical background on boiler room scams, how they work and why they are becoming such a widespread problem.

You’re my Trusted Contact Person

As my TCP, you may be asked to assist my financial adviser in protecting my investment account.

Scam Artists pursue Adults Over 50

Mga manloloko pinupuntirya ang mga edad 50 pataas

A vital resource on fraud affecting adults over 50, with information on common approach methods and prevalent scams.

Investment Fraud on the Internet

This information sheet summarizes common types of fraud that you may come across on the internet and teaches you how to avoid falling for online scams.
Brochure (download) Description

My Personal Affairs Record Keeper

The Record Keeper helps you keep track of all your personal affairs, and provides the trusted people in your life with quick access to information should they need it.

A Losing Bet Binary Options Fraud in Canada

Investing how-to manual to help you understand where you want to go with your investments, who you’re dealing with, what you’re investing in and where to go for help.

Investing basics Getting started

Investing how-to manual to help you understand where you want to go with your investments, who you’re dealing with, what you’re investing in and where to go for help.

Investing in your Child’s Future

The basics of RESPs with information on beneficiaries, making contributions and choosing the right RESP for you.

Working with a Financial Adviser

Helpful overview to assist you in selecting a financial adviser, while ensuring you make the best decision possible.

Understanding Mutual Funds

An informative primer that outlines various types of mutual funds and clarifies different aspects of the industry.

Investments at a Glance

A detailed overview of various investment types including cash and cash equivalents, fixed income securities, equities and investment funds.

Protect Your Money: Avoiding Frauds and Scams

Pangalagaan ang inyong pera Iwasang maging biktima ng pandaraya at panloloko

Helpful tips on recognizing the red flags of frauds and scams and how to protect your savings.

Identifying and Preventing Financial Abuse A Guide for Older Manitobans

This guide was developed to help you recognize and prevent financial abuse from happening to both yourself as you age, as well as to the people that you are close to.

The ABCs of Senior Investment Fraud

As someone who works closely with older people, this guide will help you recognize the red flags of investment fraud, and to respectfully help seniors take action to protect their finances.
Infographic Description

Don’t Become a Victim of Fraud

Protect yourself from becoming a victim by taking these simple steps before making an investment decision.

Cryptocurrency: Understand the Risks

Do you understand the risks involved in trading or investing in cryptocurrencies? Before you dive in, read about the potential for fraud, the high volatility, problems with liquidity, and more.

Understanding Initial Coin Offerings

An Initial Coin Offering (ICO) is basically a method of raising capital for a planned project, via the creation of a new virtual ‘coin’ or ‘token’. Before you invest in an ICO, read more about how they work in Canada, and how they may or may not be regulated under securities laws.

Binary Options

An all or nothing bet on the value of a Currency, stock, or other asset at a particular point in time (usually minutes or hours).

Types of Crowdfunding

Crowdfunding is a web-based process that
gives businesses a way to collect small amounts of money from a large number of people.

Crowdfunding Risks

Participating in start-up crowdfunding is a great way to support a new business venture. Before you
get involved, make sure you understand the risks.
Title Video/Facebook Live

Video

Frauds and Scams in the Crypto Universe

Video

Who’s your Trusted Contact Person?

Video

Senior Financial Abuse: Detection, Prevention and Resolution

Facebook Live

Saving for an Education with RESPs

Video

Financial Literacy: A Family Affair

Video

Tips to Avoid Financial Fraud

Video

Recognize Investment Fraud

Video

ProgramDescription

MoneySmart Manitoba

Money means different things to different people. This website will help you make financial decisions that enable your money to work harder for you.

CSA Investor’s Guide to Cryptocurrencies

Crypto assets are digital coins or tokens that can be utilized to solve a variety of problems, including being a more efficient medium of exchange over the internet for goods and services, albeit not yet widely available everywhere as a payment method.

Make it Count: An Instructor’s Guide to Youth Money Management

provides activities, tips and lesson plans to help you incorporate youth money management into your course of instruction.

Make it Count: A Parent’s Guide to Youth Money Management

provides activities, tips and resources to help you incorporate money management lessons into your daily routine.  Also included with the guide are youth and mentor budget and saver sheets.

Recognize Investment Fraud

The more you know about what investment fraud looks and sounds like, the better prepared you’ll be to protect yourself from theft.

I’m Worth It Financial Stories, Ideas and Strategies for Women


This resource provides women with information and tips on how to manage their finances, focusing on real life stories from a variety of women, their struggles and ultimate successes.

Start-up Crowdfunding Guide for Investors

Crowdfunding is a process through which an individual or a business can raise small amounts of money from a large number of people, typically via the Internet.
Podcast TitleDescription

The Great Disconnect

From the high cost of homeownership, to rising rents, investment strategies and cryptocurrencies, the old rules of money don’t apply in today’s world. How are you supposed to get ahead? Join Ainsley Cunningham, Manager of Education and Communications, as she chats with young Manitoban adults to better understand the growing gap between old-school financial expectations, and new-school reality.

Time to Call Out Fraud

Investment fraud is at an all-time high in Canada, and the scams are more sophisticated than ever. Every year, criminals successfully swindle millions of dollars out of ordinary people. That’s why MoneySmart Manitoba is proud to launch its seven-part, Time To Call Out Fraud podcast.Dive deep into this world of fraud with host Ainsley Cunningham from overseas boiler rooms to fraudsters in our own backyard.

Are you in the market to buy or sell a home? Here are some resources  you may find helpful as you work towards making what may be the largest purchase you will ever make.

Factsheet (one page summary)Description

Navigating Multiple Offers

When you find the home you want, it’s time to consider making an offer. However, in a hot seller’s market, it can often be difficult to buy the home you want when faced with competing offers from other home buyers.

Are you a Property Manager?

Could you require registration with the MSC and not know it? A Registered Property Manager is:
A third party who manages property on behalf of the property’s
owner and receives compensation for doing so.
Consult the linked document to see if you need to be registered.
Title Video/Facebook Live

The Facts about Property Disclosure Statements

Video

Navigating a “Hot” Sellers Market in Manitoba

Facebook Live

Manitoba’s Real Estate Services Act

Facebook Live

FIRB needs to add some copy here.

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Why You Should Buy Tenant Insurance

Video