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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).

 


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 (Dette) - from the issuer\'s perspective, any liability for borrowed money issued by a borrower, repayment of which at maturity is guaranteed in the sense that ultimately a default permits the lender to sue and (at least in the case of private issuers) put the borrower into bankruptcy. See the section Debt - General. from the investor\'s perspective, debt is an asset (if reference is being made to the acquisition of a debt security) or a liability if the investor is the issuer of  the debt.We also sometimes use the term fixed income to mean debt although it is a broader term and includes preferred shares. 

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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 )
 
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Quotation


It’s difficult to make an argument against the consensus view of a long-term bull market in commodities, but they are typically not a buy and hold asset class. To make money in commodities, it’s important to recognize and capitalize on inflection points within the cycles, not to invest passively for long-term appreciation. Derren Geiger, Argent FundsGroup


 
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