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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).



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


Choosing what debt (fixed income) securities to invest in

Fixed income (debt)- in general

Build a ladder


Choosing securities in REIT's ( commercial leased real estate)

commercial leased real estate



Choosing an intermediary (broker etc)

discount broker


Opening an account

Non-registedered accounts


Equity- in general  


Fixed income (debt)- in general


Calculate my returns

Investment return measurement


Comparing my returns

Investment returns and indexes

Beat the market?

Control my 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 )
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If after having read the currency experts you think you have a good fix on the direction of currencies, slap yourself a few times in the face and come back to your senses. The history of exchange rates is littered with incorrect forecasts that seemed quite plausible at the time. John Markese, American Association of Individual Investors