The Investor Learning Centre

The educated investor is our best client

A large part of our role as your finacial advisors is providing information to help you understand the concepts of investing, the products that are available to you and how all of this information might pertain to your particular situation. Using this knowledge, we can work together to achieve your financial goals. Please peruse the topics available in our Learning Centre. If you have any questions on the information you find here or would like to suggest a topic, please contact us.

Annuities Bonds, GICs, Guaranteed Investments Canada Pension Plan Canadian Controlled Private Corporation (CCPC) Shares Dividends & Fund Distributions Dollar Cost Averaging Deferred Profit Sharing Plans (DPSP) Estate Planning Ethical Funds Exchange Traded Funds (ETF) Foreign Investing Guaranteed Income Home Buyer's Withdrawal (HBW) Index Funds Insurance

Labour Sponsored Investment Funds (LSIF) Lifelong Learning Plan Lifecycle funds Managed Account Programs Payroll Deduction Advantages Preferred Shares Real Estate Registered Disability Savings Plans (RDSP) Registered Education Savings Plans (RESP) Registered Retirement Savings Plans (RRSP) Spousal RRSPs Systematic Withdrawal Plans (SWP) Tax-efficient investing Tax-efficient SWPs Tax Free Savings Accounts (TFSA) Volatility In the Markets

Want to learn more?  We give dozens of seminars every year on topics of interest to our clients. Ask for us to host a seminar at your work location or at your community group/professional association meeting.

For articles about current market conditions, please review our index of Managed Money Reporter newsletter articles, or our Market Conditions section.

For more web based information resources, see our links and tools pages.