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  1. New investor (modest portfolio)
  2. Experienced independent investor (uses a discount broker- average  size portfolio)
  3. Experienced investor (uses a full service broker- average size portfolio)
  4. Experienced investor (uses an Investment Counsel (Conseiller en valeurs) - A firm also sometimes known as an adviser (see the AMF Definitions of Intermediaries (doc.530) which specializes in advising typically high net-worth clients (often institutional clients) in investing in securities, without directly providing the trade execution services of a broker. In summary, it is the person a client goes to for investment advice and who may also look after the management of the client’s portfolio (in which event, the firm uses a broker for trade execution). See the section How to invest- investment counsel.

     

     

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    - large size portfolio)
  5. Professor
  6. Institutional investor or market professional
  7. Media
Section New investor
Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional
Media
Our philosophy
Yes

 Yes  Yes Yes
 Yes Yes
Our educational mission
         Yes
   
Myths and legends  
  Yes
Yes
 
Yes
Summary  Yes Yes
 Yes  Yes Yes
 Yes Yes
Media  
 
      Yes
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
How information is presented
         Yes
   
Definitions  
     Yes
   
Information sources
 
 Yes  Yes Yes
Yes
   Yes
1-independent investor
 yes
  yes
 yes yes
   yes
2- financial system
   
  yes
   
Section New investorr Experienced independent investor
(discount broker)
Experienced  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
  yes
 yes yes
   yes
4- with the issuer
yes
 yes yes
  yes
   
5- discount broker
yes
 yes yes

 yes   yes
6-independent advisor  (financial planning)  yes   yes
  yes
   yes
7- full service broker
    yes
   yes
   
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
8-brokers and funds
    yes
  yes
  yes
9- investment counsel
 
  yes
  yes
 
10- mutual fund dealers
       
     
11- savings and returns
yes
 yes yes
 
 yes    
12-return measurement
 yes  
         
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
13- asset allocation
 yes yes
 yes  yes  yes  yes  yes
14-diversification and asset classes
 yes yes
 yes yes
yes yes  
15- geographic diversification
  yes
yes yes
 yes  yes  
16- portfolio rebalancing
 yes yes  yes  yes  yes yes
yes
17- investment returns and indexes
   
yes
yes
   
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
18- costs
 yes  yes yes
 yes yes
 yes yes
19- non registered accounts
 yes  yes yes
       
20-RRSP accounts
yes
 yes  yes yes
     yes
21- equity in general
 yes  yes  yes   yes
   
22-beat the market?  yes  yes yes yes
 yes  yes yes
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
23- actively managed funds
         yes yes  yes
24- index funds (ETF's and mutual funds)
 yes  yes yes
  yes
yes
 yes
25- pocket money
   yes yes
  yes
   yes
26- canadian market
 yes  yes  yes    yes    
27- USA market
 yes yes
yes
  yes
   
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
28- foreign markets
  yes
yes
  yes
   
29- fixed income (debt)- in general
yes
 yes yes
yes
yes
   
30- building a ladder
yes
 yes yes
   yes    
31-diversification yes
 yes yes
   yes    
32- bonds and inflation
 
           
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
33- special cases
             
34- cash
   Oui          
35- alternative investments- in general
  yes
 yes yes
yes
   yes
36- commercial leased real estate
   yes  yes yes
yes
  yes
37- venture capital (private equity)
yes
 yes yes
       yes
Section New investor Experienced independent investor
(discount broker)
Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor)
Institutional investor or market professional Media
38- indexed linked (capital protected) notes
yes
 yes yes       yes
39- exchange traded commodities
             
40- hedge funds
   
   
 
41- taxation and investing
yes
yes
 yes  yes yes
   
42- income splitting
      yes
     
43- other tax issues
 

       


44- Ethics and legal matters
       yes yes
yes  yes
Last Updated ( Friday, 08 February 2008 )
 
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Quotation

There has been a significant shift from active to passive management over the 1990’s. Part of this is due to index funds, but an even larger part is due to closet indexers and a general tendency of funds to mimic the holdings of benchmark indexes more closely. Martijn Cremers & Antti Petajisto

 
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