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Notes

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

Short, practical notes on the regulations affecting retail investors in Canada — no legal jargon, no hype.

How to read the notes below

Written for beginners

Every note here assumes no prior market knowledge. When a technical term is unavoidable, we explain it the first time it appears, and where rules differ by province, we say so clearly.

What you won't find

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

How often we update these

Notes are revisited whenever the underlying rules change — new regulation, new reporting requirements, changes to how deposits work. The date shown is when it was last checked, not when it was first written.

Suggest a topic

If there's something the notes don't cover, send it through our contact page — recurring questions are usually what turns into the next note.