VISION, MISSION & RESPONSIBILITIES
CARFIS is an independent public supervisory authority overseeing the investment services market, transactions in transferable securities within Canada, and the collective investment and asset management sector. Additionally, CARFIS supervises firms providing administrative services outside its primary jurisdiction, alongside the Canadian Bar Association, as well as Crypto-Asset Services Providers (CASPs).
CARFIS is your trusted partner throughout the process, ensuring you can invest in financial markets with confidence.
CARFIS is here to support you throughout your investment journey, helping you make wise financial choices. We provide useful tips for managing personal finances, setting clear financial goals, and explaining key investment concepts, types of investments, and investment professionals in simple terms.
Additionally, we offer tools and calculators to assist you in making informed decisions and guide you on how to protect your investments and address any issues that may arise.
If you’re new to investing or need a refresher, our Investing Basics section is a great place to begin.
Founded in 2003 by the Financial Industry Regulatory Authority, the CARFIS Investor Education Foundation aims to equip underserved Americans with the knowledge, skills, and resources needed to make informed financial decisions throughout their lives.
The Foundation fulfills this mission by offering educational programs and conducting research that help consumers reach their financial goals while safeguarding them in a complex and ever-changing environment.
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