Glossary

dollar-cost averaging
active management
alternative assets
alternative minimum tax
annuities
arbitrage
asset allocation
asset mix
balanced fund
benchmark
bias
bond ETFs
Canada Pension Plan
Canadian bank stocks
capital gains tax
capital loss
Chartered Financial Analyst
closed-end fund
convertible bonds
corporate bonds
covered call
credit rating
credit risk
debentures
defined benefit pension plan
defined contribution pension plan
derivatives
derivatives rules
diversification
dividend
dividend tax credit
dividend yield
DIY investor
earnings per share
enterprise value
estate planning
exchange-traded fund
FCSI
financial planning
financial planning courses
fixed-income instruments
floating rate notes
free cash flow
fundamental analysis
futures
GIC
Government of Canada bonds
gross margin
Guaranteed Income Supplement
guaranteed investment certificate
hedge fund
hedging
high yield bonds
high-interest savings account
income fund
index fund
inheritance taxes
interest income
investment growth calculator
investment risk
investment vehicles
LIF
liquidity
liquidity risk
LIRA
marginal tax rate
market capitalization
market order
maturity date
modern portfolio theory
money market instruments
Mortgage Investment Corporation
mortgage-backed securities
mutual funds
Old Age Security
options
par value
passive income
portfolio management
portfolio rebalancing
preferred shares
price-to-book ratio
price-to-earnings ratio
price-to-sales ratio
principal residence exemption
private equity
private equity fund
RDSP
real assets
Registered Financial Planner
regulatory compliance
RESP
return on assets
return on equity
return on investment
revenue growth
risk tolerance
RRIF
RRSP
RRSP contribution limits
scenario analysis
segregated fund
Sharpe ratio
short selling
speculation
standard deviation
stress testing
structured notes
succession planning
swaps
systematic risk
tail risk
tariffs
tax bracket
tax credit
tax deduction
tax evasion
tax-loss harvesting
term deposits
TFSA
value at risk
volatility
volatility index
wealth tax
yield