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Introduction to Brian's
Seminar Series |
Follow the laid out path (from step 1 through to step 5) for a complete introduction to the investment side of the financial planning process. Or, find your specific area of interest and quickly drill down to those resources. |
1. Managing Your Portfolio Professionally |
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Client based approach |
Plan formulation |
Plan implementation |
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- Your Goals
- Time Horizon
- Risk tolerance
- Interests
- Resources
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- The Efficient Frontier
- Diversify not only by class but also by type
- Creation of investment policy statement
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- Carry out Investment policy statement
- Professional execution of plan
- Administration
- Review and re-balancing
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Take the Portfolio Management online seminar. |
2. Macro (Market based) Analysis |
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Market condition |
Proxies |
Economic cycles |
Investment spectrum |
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- 17 year cycles
- Interest rate outlook
- Inflation / Deflation outlook
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- Hard vs. Financial assets
- US$ as proxy for financial assets
- Gold as a proxy for hard assets
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- Where are we currently
- Which sectors should outperform
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- Different investment products for different investors
- Low to high risk
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Take the Macro Analysis online seminar |
3. Investing In Fixed Income |
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Background |
Historical Perspective |
Economic Indicator |
Portfolio Inclusion |
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- Bonds Defined
- Size of Market
- Judging Quality
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- 200 Years
- 50 Years
- 10 Years
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- Yield Curve
- Normal vs. Inverted
- Current
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- Age Ratio
- Laddering
- Rule of '72
- Buying Below Par
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Take the Fixed Income Investing online seminar |
4. Micro (Individual securities) Analysis |
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Companies with earnings |
Companies with no earnings |
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- TSX Venture Capital Model
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Take the Investing in Companies online seminar |
5. Technical Analysis |
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Terms defined |
Patterns & Formations |
Trading rules |
Swing Trading |
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- Time frames
- Contrarian
- Macro & Micro Applicability
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- Tops and bottoms
- Flagpoles
- Key reversals
- The 50% rule
- Divergence
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- Sell � on a double
- Partial profits
- Money & Risk management
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- Putting it all together
- Time frames
- Using options
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Take the Chart Pattern & Formation trading online seminar |
6. Tax Strategies for Canadian residents |
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Government sponsored plans |
Incentive based products |
Tax friendly Investments |
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- Dividend tax credits
- Canadian mining & exploration tax credits
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Take the Cdn. Tax Strategies online seminar |