Education Resource Library
Access a wealth of free educational tools and resources.
Choose a learning format that suits your preference and find what we have that can add to your knowledge.
About the Scotia iTRADE App for Mobile
Watch video, About the Scotia iTRADE App for MobileLearn more about Tax-Free Savings Accounts (TFSA)
Personalized video, Learn more about Tax-Free Savings Accounts (TFSA)
About the Scotia iTRADE FlightDesk Platform
Watch video, About the Scotia iTRADE FlightDesk Platform
About the Scotia iTRADE Trading Platform
Watch now, About the Scotia iTRADE Trading Platform
Order types
Watch now, Order types
How to use Scotia iTRADE's sustainable investing tool
Watch now, How to use Scotia iTRADE's sustainable investing tool
Investment choices
Watch now, Investment choices
What are exchanges traded funds?
Watch now, What are exchanges traded funds?
Investment decisions
Watch now, Investment decisions
What is sustainable investing?
Watch now, What is sustainable investing?
Learn more about Registered Retirement Savings Plans (RRSP)
Personalized video, Learn more about Registered Retirement Savings Plans (RRSP)
Protecting your wealth today and beyond.
Read article, Protecting your wealth today and beyond.
Developing an exit strategy
Read article, Developing an exit strategy
Jacks on Tax – Separation or Divorce: A New Relationship with the CRA
Read article, Jacks on Tax – Separation or Divorce: A New Relationship with the CRAEducational savings strategies
Read article, Educational savings strategies
Jacks on Tax – Succession: How and When to Transfer Assets during Your Lifetime
Read article, Jacks on Tax – Succession: How and When to Transfer Assets during Your LifetimeFor a better retirement plan, start planning now
Read article, For a better retirement plan, start planning now
Jacks on Tax – Tax Assistance for Health and Disability Issues
Read article, Jacks on Tax – Tax Assistance for Health and Disability IssuesJacks on Tax – Three ways to focus your investment strategy
Read article, Jacks on Tax – Three ways to focus your investment strategyRebalancing your portfolio
Read article, Rebalancing your portfolio
How can dollar cost averaging save you money?
Read article, How can dollar cost averaging save you money?
How the RRSP Home Buyer's Plan can help you
Read article, How the RRSP Home Buyer's Plan can help you
Registered Education Savings Plans (RESPs)
Read article, Registered Education Savings Plans (RESPs)
How to create the right investment plan
Read article, How to create the right investment plan
Registered Retirement Income Fund (RRIF) quick facts
Read article, Registered Retirement Income Fund (RRIF) quick facts
How to invest for a vacation
Read article, How to invest for a vacation
Sharing the Family Cottage
Read article, Sharing the Family CottageTFSA and RRSPs: key benefits and differences
Read article, TFSA and RRSPs: key benefits and differences
Jacks on Tax – Elder Care: Planning with Public Pensions - CPP AND OAS
Read article, Jacks on Tax – Elder Care: Planning with Public Pensions - CPP AND OASThe beginner's guide to new issues
Read article, The beginner's guide to new issues
Jacks on Tax – First Home: Young Adults: Tax Smart Home Purchases
Read article, Jacks on Tax – First Home: Young Adults: Tax Smart Home PurchasesUnderstanding guaranteed investment certificates
Read article, Understanding guaranteed investment certificates
Jacks on Tax – First Job: Working from Home - Make Sure it’s Deductible!
Read article, Jacks on Tax – First Job: Working from Home - Make Sure it’s Deductible!Understanding investment risk
Read article, Understanding investment risk
Jacks on Tax – Marriage: Investing with a New Spouse
Read article, Jacks on Tax – Marriage: Investing with a New SpouseUnderstanding mutual fund fees and sales charges
Read article, Understanding mutual fund fees and sales charges
Jacks on Tax – New Baby: Financial Gifts from CRA
Read article, Jacks on Tax – New Baby: Financial Gifts from CRAUnderstanding mutual funds
Read article, Understanding mutual funds
Jacks on Tax – Retirees: Reduce Tax with Income Layering
Read article, Jacks on Tax – Retirees: Reduce Tax with Income LayeringUnderstanding the stock market
Read article, Understanding the stock market
Bond investment strategies
View PDF, Bond investment strategies
Investing in Sustainability by Sustainalytics
View PDF, Investing in Sustainability by Sustainalytics
Understanding Controversies
View PDF, Understanding Controversies
Order Types
View PDF, Order Types
Maximizing Alerts on Scotia OnLine®
View PDF, Maximizing Alerts on Scotia OnLine®
Investment Choices
View PDF, Investment Choices
What is Sustainable Investing?
View PDF, What is Sustainable Investing?
Research Options
View PDF, Research Options
Navigating Sustainable Investing
View PDF, Navigating Sustainable Investing
Account Opening Tips
View PDF, Account Opening Tips
10 most frequent mistakes traders/investors make
Watch now, 10 most frequent mistakes traders/investors make
Leveraged and inverse leveraged ETFs
Watch now, Leveraged and inverse leveraged ETFs
A case study in technical analysis
Watch now, A case study in technical analysis
Options fundamentals
Watch now, Options fundamentals
ETFs 101: an introduction to ETFs
Watch now, ETFs 101: an introduction to ETFs
Options in a bearish market
Watch now, Options in a bearish market
ETFs 102: fixed income ETFs
Watch now, ETFs 102: fixed income ETFs
Options in a bullish market
Watch now, Options in a bullish market
ETFs 103: building an ETF portfolio
Watch now, ETFs 103: building an ETF portfolio
Options in a neutral market
Watch now, Options in a neutral market
Experience Scotia iTRADE's FlightDesk
Watch now, Experience Scotia iTRADE's FlightDesk
Researching a stock
Watch now, Researching a stock
Finding trade ideas using technical analysis
Watch now, Finding trade ideas using technical analysis
Retirement planning
Watch now, Retirement planning
How to evaluate risk In your portfolio
Watch now, How to evaluate risk In your portfolio
The call option
Watch now, The call option
How to get started with Scotia iTRADE
Watch now, How to get started with Scotia iTRADE
The power of the put option
Watch now, The power of the put option
How to pick a stock
Watch now, How to pick a stock
Three ways to trade the same idea
Watch now, Three ways to trade the same idea
Income-focused investing using ETFs
Watch now, Income-focused investing using ETFs
Account type matrix
Go to page, Account type matrix
Scotiabank calculator – what can I afford?
Go to page, Scotiabank calculator – what can I afford?
Practice account
Go to page, Practice account
Scotiabank Retirement Income Funds (RIF) illustrator
Go to page, Scotiabank Retirement Income Funds (RIF) illustrator
RESP 101: lessons in saving for your children's education
Watch video, RESP 101: lessons in saving for your children's education
Scotiabank retirement savings calculator
Go to page, Scotiabank retirement savings calculator
Scotiabank calculator – RESP reality check
Go to page, Scotiabank calculator – RESP reality check
Sustainable investing tools
Go to page, Sustainable investing tools
Unless otherwise expressly stated by Scotia iTRADE®, seminars, webinars and other educational tools and resources (collectively, "Content") are provided by independent third parties that are not affiliated with Scotia Capital Inc. or any of its affiliates. Scotia Capital Inc. and its affiliates neither endorse or approve nor are liable for any third party, third party products or services, third party Content, or investment loss arising from any use of the Content, including third party Content. Content is for general information and educational purposes only, is not intended to provide personal investment advice and does not take into account the specific objectives, personal, financial, legal or tax situation, or particular needs of any specific person. No information contained in the Content constitutes a recommendation by Scotia Capital Inc. to buy, hold or sell any security, financial product or instrument discussed therein. The information contained in the Content neither is nor should be construed as an offer or a solicitation of an offer by Scotia Capital Inc. to buy or sell securities. Scotia iTRADE does not make any determination of your general investment needs and objectives, or provide advice or recommendations regarding the purchase or sale of any security, financial, legal, tax or accounting advice, or advice regarding the suitability or profitability of any particular investment or investment strategy. You will not solicit any such advice from Scotia iTRADE and in making investment decisions you will consult with and rely upon your own advisors and not Scotia iTRADE and will seek your own professional advice regarding the appropriateness of implementing strategies before taking action. Scotia iTRADE does not provide investment advice or recommendations and you are fully responsible for your own investment decisions and any profits or losses that may result. Any information, data, opinions, views, advice, recommendations or other content provided by any third party are solely those of such third party and not of Scotia Capital Inc. or its affiliates, and Scotia Capital Inc. accepts no liability in respect thereof. No endorsement or approval by Scotia Capital Inc. or any of its affiliates of any third party product, service, website or information is expressed or implied by any information or material contained in or referred to in the Content, on the Scotia iTRADE website or in any other Scotia iTRADE communication. Scotia iTRADE is a division of Scotia Capital Inc.