Mutual funds
Exchange-traded funds (ETFs)
ETF types and providers
Term deposits and GICs
Stocks
Bonds
The main options
1. Full-service broker (investment dealer)
2. Discount broker
Discount broker summary
Discount broker rankings
Discount broker - What could go wrong?
Demo of discount broker research
Demo of discount broker purchase
Demo of discount broker summary
3. Fee-only financial planner
Directory of fee-only planners
4. Robo-advisors
Robo-advisors list
Robo-advisor spreadsheet
Demo of robo-advisor intro
Demo of robo-advisor account
5. Deposit broker
GIC ladder
Protect yourself - Check on your advisor
Protect yourself - Confirm CFP designation
Canada Deposit Insurance Corporation - Background
CDIC - What's covered
CDIC - What's not covered
CDIC insurance limits
Demo of CDIC.ca
CDIC changes coming
Insurance for investment dealers, mutual fund dealers and insurance companies
Insurance for credit unions
FDIC - US insurance
What is the best option for you?
Demo of Investment Option Cost Analyzer
My personal investing history
My asset allocations
My rate of return results
My conclusion
Borrowing to invest - A risky proposition
Demo of Borrow to Invest IRR calculator
Conclusion and next steps
Quiz for verifiable CPD
