Investing helps to grow your savings, meet your financial goals and secure your financial future, but investing also involves risk and potential for loss. While all investors are interested in maximizing their gains and minimizing their losses, it’s typically not possible to do both at the same time. Generally, higher potential for returns means higher potential for losses. Investing wisely involves balancing your unique financial objectives and risk tolerance, as well as understanding the pros and cons of a wide range of different investments, account types and tax implications. 

Read OBSI's latest newsletter featuring our Q2 2025 case data & insights, OBSI's response to CIRO, and What's new in the Firm Portal.

Click here to read OBSI e-news: Q2/2025.

In September 2024, OBSI launched a public consultation on our approach to loss calculations involving unsuitably sold illiquid exempt market securities, describing the development of our approach, feedback we had received on our approach, and relevant considerations for an appropriate loss calculation methodology.