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).

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Aspect	Principal section of our site	Secondary sections
Starting to save	savings and returns	ï¿½
Starting to i nvest (directly and with limited risks)	with the issuer	ï¿½
Open a RRSP	RRSP accounts	Taxation and investing
Determine if I have an independent investor profile	Independent investor	ï¿½
What Asset Allocation in equities?	ï¿½asset allocation ï¿½ ï¿½	Independent adviserï¿½ (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
Dï¿½termine 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	ï¿½ ï¿½
Choosing an intermediary (broker etc)	discount broker	Costs
Opening an account	Non-registedered accounts
Trading	Equity- in general ï¿½ ï¿½	Fixed income (debt)- in general Costs
Calculate my returns	Investment return measurement	ï¿½
Comparing my returns	Investment returns and indexes	Beat the market?
Control my costs	Costs	ï¿½
Deal with taxation	Taxation and investing	RRSP accounts
Rebalancing my portfolio	Portfolio rebalancing	ï¿½
Resolving disputes with intermediaries	Ethics and legal matters	ï¿½
My behavior as an investor	Ethics and legal matters	ï¿½
Saying thank you	Remember others	ï¿½

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Noteï¿½: 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.

Noteï¿½: 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 )

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