User guide (navigation guide)

This guide will direct you the appropriate section(s) of our site according to the aspect of the saving and investment process which is of most interest to you. See notes (1) and (2).

Aspect	Principal section of our site	Secondary sections
Starting to save	savings and returns
Starting to i nvest (directly and with limited risks)	with the issuer
Open a RRSP	RRSP accounts	Taxation and investing
Determine if I have an independent investor profile	Independent investor
What Asset Allocation in equities?	asset allocation	Independent adviser (financial planning)
Asset allocation (between equties, fixed income and other)	diversification -asset classes	RRSP accounts
How to invest?	alternative ways of investing- in general	Discount broker
Détermine my philosophy- index approach vs trying to beat the market	beat the market?	Index funds (ETF's and mutual funds)
Choosing what equities to invest in	Geographic diversification Canadian market USA market Foreign markets	Costs
Choosing what debt (fixed income) securities to invest in	Fixed income (debt)- in general	Build a ladder Costs
Choosing securities in REIT's ( commercial leased real estate)	commercial leased real estate
Choosing an intermediary (broker etc)	discount broker	Costs
Opening an account	Non-registedered accounts
Trading	Equity- in general	Fixed income (debt)- in general Costs
Calculate my returns	Investment return measurement
Comparing my returns	Investment returns and indexes	Beat the market?
Control my costs	Costs
Deal with taxation	Taxation and investing	RRSP accounts
Rebalancing my portfolio	Portfolio rebalancing
Resolving disputes with intermediaries	Ethics and legal matters
My behavior as an investor	Ethics and legal matters
Saying thank you	Remember others

Note : 1) This navigation guide was written to help a person who has decided he has the profile of an indepenent investor ( do-it- yourself investor or self-investor), envisages following a long-term index-based approach, and anticipates using a discount broker to trade.

Note : 2) We have another guide to help you navigate the site according to your profile. See Site visit by user profile.

Last Updated ( Thursday, 18 February 2010 )