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New investor (modest portfolio)
Experienced independent investor (uses a discount broker- averageï¿½ size portfolio)
Experienced investor (uses a full service broker- average size portfolio)
Experienced investor (uses an investment counsel- large size portfolio)
Professor
Institutional investor or market professional
Media

Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
Our philosophy	Yes		ï¿½Yes	ï¿½Yes	Yes	ï¿½Yes	Yes
Our educational mission	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½Yes	ï¿½	ï¿½
Myths and legends	ï¿½		ï¿½	Yes	Yes	ï¿½	Yes
Summary	ï¿½Yes	Yes	ï¿½Yes	ï¿½Yes	Yes	ï¿½Yes	Yes
Media	ï¿½	ï¿½		ï¿½	ï¿½	ï¿½	Yes
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
How information is presented	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½Yes	ï¿½	ï¿½
Definitions	ï¿½		ï¿½	ï¿½	ï¿½Yes	ï¿½	ï¿½
Information sources	ï¿½	ï¿½Yes	ï¿½Yes	Yes	Yes	ï¿½	ï¿½Yes
1-independent investor	ï¿½yes	ï¿½	yes	ï¿½yes	yes	ï¿½	ï¿½yes
2- financial system	ï¿½	ï¿½		ï¿½	yes	ï¿½	ï¿½
Section	New investorr	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
3- alternative ways of investing - in geneal	yes	ï¿½	yes	ï¿½yes	yes	ï¿½	ï¿½yes
4- with the issuer	yes	ï¿½yes	yes	ï¿½	yes	ï¿½	ï¿½
5- discount broker	yes	ï¿½yes	yes		ï¿½yes	ï¿½	yes
6-independent advisorï¿½ (financial planning)	ï¿½yes	ï¿½	yes	ï¿½	yes	ï¿½	ï¿½yes
7- full service broker	ï¿½	ï¿½	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
8-brokers and funds	ï¿½	ï¿½	yes	ï¿½	yes	ï¿½	yes
9- investment counsel	ï¿½		ï¿½	yes	ï¿½	yes	ï¿½
10- mutual fund dealers	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
11- savings and returns	yes	ï¿½yes	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
12-return measurement	ï¿½yes	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
13- asset allocation	ï¿½yes	yes	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½yes
14-diversification and asset classes	ï¿½yes	yes	ï¿½yes	yes	yes	yes	ï¿½
15- geographic diversification	ï¿½	yes	yes	yes	ï¿½yes	ï¿½yes	ï¿½
16- portfolio rebalancing	ï¿½yes	yes	ï¿½yes	ï¿½yes	ï¿½yes	yes	yes
17- investment returns and indexes	ï¿½	ï¿½		yes	yes	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
18- costs	ï¿½yes	ï¿½yes	yes	ï¿½yes	yes	ï¿½yes	yes
19- non registered accounts	ï¿½yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½	ï¿½
20-RRSP accounts	yes	ï¿½yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½yes
21- equity in general	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½	yes	ï¿½	ï¿½
22-beat the market?	ï¿½yes	ï¿½yes	yes	yes	ï¿½yes	ï¿½yes	yes
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
23- actively managed funds	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½yes	yes	ï¿½yes
24- index funds (ETF's and mutual funds)	ï¿½yes	ï¿½yes	yes	ï¿½	yes	yes	ï¿½yes
25- pocket money	ï¿½	ï¿½yes	yes	ï¿½	yes	ï¿½	ï¿½yes
26- canadian market	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½	ï¿½yes	ï¿½	ï¿½
27- USA market	ï¿½yes	yes	yes	ï¿½	yes	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
28- foreign markets	ï¿½	yes	yes	ï¿½	yes	ï¿½	ï¿½
29- fixed income (debt)- in general	yes	ï¿½yes	yes	yes	yes	ï¿½	ï¿½
30- building a ladder	yes	ï¿½yes	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
31-diversification	yes	ï¿½yes	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
32- bonds and inflation	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
33- special cases	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
34- cash	ï¿½	ï¿½Oui	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
35- alternative investments- in general	ï¿½	yes	ï¿½yes	yes	yes	ï¿½	ï¿½yes
36- commercial leased real estate	ï¿½	ï¿½yes	ï¿½yes	yes	yes	ï¿½	yes
37- venture capital (private equity)	yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½	ï¿½yes
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
38- indexed linked (capital protected) notes	yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½	yes
39- exchange traded commodities	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
40- hedge funds	ï¿½	ï¿½		ï¿½	ï¿½		ï¿½
41- taxation and investing	yes	yes	ï¿½yes	ï¿½yes	yes	ï¿½	ï¿½
42- income splitting	ï¿½	ï¿½	ï¿½	yes	ï¿½	ï¿½	ï¿½
43- other tax issues	ï¿½			ï¿½	ï¿½	ï¿½	ï¿½
44- Ethics and legal matters	ï¿½	ï¿½	ï¿½	ï¿½yes	yes	yesï¿½	yes

Last Updated ( Friday, 08 February 2008 )

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Quotation

It’s just not true that you can't beat the market. Every year about one-third of the fund managers do it. Of course, each year it is a different group. Robert Stovall, asset manager

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