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The independent investor

The financial system

Alternative ways of investing ►

- in general - with the issuer - discount broker - independent adviser - full service broker - brokers and funds - investment counsel - mutual fund dealer

Investment returns ►

- savings and returns - investment return measurement - asset allocation-investment policy - diversification and asset classes - geographic diversification - portfolio rebalancing - investment returns and indexes

Costs of investing

RRSP/ Non-RRSP ►

- non-registered accounts - registered (RRSP) accounts

- in general - beat the market? - actively-managed funds - index funds (ETF's and index mutual funds) - pocket money - canadian financial markets - american financial markets - foreign financial markets

Fixed income (debt) ►

- in general - building a ladder - diversification - bonds and inflation - special cases - short term investing (cash)

Alternative investments ►

- in general - commercial leased real estate - venture capital (private equity) - index-linked (capital protected) notes - exchange traded commodities - hedge funds

- taxation and investing - income splitting - other tax issues

Ethics & legal matters

Definitions

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Term	Definition
FCAC	FCAC (ACMFC)- the Financial Consumer Agency of Canada, a federal government agency which regulates index-linked notes.

Ferri	Ferri- refers to the book by USA author Richard Ferri- All About Asset Allocation, 2006, The McGraw-Hill Companies, Inc.

financial adviser	Financial Adviser (Conseiller financier) - also known as investment advisors or securities representatives (according to the AMF Definitions of Intermediaries Death of a Stock Salesman (doc.530)) and also known in the past as a registered representative or salesman. See document doc.280. He is the individual who, acting for a full service broker, acts as the interface between broker and client, and handles the customer’s account. Not to be confused with an investment counsel or an independent advisor. See the discussion in the section Alternative ways of investing- Full Service Broker.

full service broker	Full Service Broker (Courtier de plein exercice) - a stockbroker or investment dealer which offers a wide service of securities trading and other services, typically for a relatively high level of commissions. See the AMF Definitions of Intermediaries (doc.530) and the section Alternative ways of investing-Full Service Broker.

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