Types of Investments: A Canadian Perspective
TABLE OF CONTENTS
Characteristics of Investments
Types of Risk
Diversification
Regulation
2. CASH AND CASH EQUIVALENTS
Money-Market Instruments
Savings Alternatives (Savings Bonds and Deposits)
Annuities (Fixed and Variable)
Life Insurance (Universal Life or UL)
Questions and Answers
3. FIXED INCOME
Bonds and Debentures
Government Securities (Canadian federal, provincial and guaranteed bonds)
Zero-Coupon Securities (Zeros)
Mortgage-Backed Securities (MBS) and other asset-backed securities
Preferred Stock
Convertible Securities (Bonds, Debentures and Preferred Stock)
Questions and Answers
4. REAL ESTATE
Direct Ownership
Real Estate Investment Trust (REIT)
Questions and Answers
5. EQUITIES
Common Stock
Mutual Funds (Open-Ended)
Segregated Funds
Closed-End Mutual Fund
Labour Sponsored Venture Capital Corporation (LSVCC)
Questions and Answers
6. DERIVATIVES
Warrants and Rights
Option Contracts (Puts and Calls)
Futures Contracts
Unit Investment Trust (UIT)
Limited Partnerships (LP) and Tax Shelters
Questions and Answers
7. TANGIBLES
Precious and Strategic Metals
Collectibles
Questions and Answers
8. FOREIGN INVESTMENTS
Foreign Investments
Questions and Answers
WEBSITES AND REFERENCES
INDEX