Learn about the four types of income and how they are taxed under Canadian tax laws. Detailed insights on Employment Income, Business Income, Income from Property, and Capital Gains/Losses.
Comprehensive guide on the taxation of income in Canada, detailing federal and provincial tax rates, calculations, and illustrations.
Explore the various tax-deductible expenses related to investment income, including allowable carrying charges and those you cannot deduct. This guide provides comprehensive details to help you make informed decisions regarding tax deductions.
Comprehensive guide on determining capital gains or losses when disposing shares, principles of adjusted cost base, and considerations for warrants, rights, and stock dividends in Canadian taxation.
Learn about tax loss selling, a strategy used to minimize taxes by selling securities at a loss and offsetting capital gains. Find details on timing, calculations, and considerations for making this investment decision.
An in-depth guide on Pooled Registered Pension Plans (PRPPs) covering eligibility, benefits, administration, and comparisons with other registered investments like RRSPs.
Explore Household Accounts in the Canadian Securities landscape, detailing their structure, benefits, and the strategic allocation for optimal tax management across a family’s holdings.
Learn the essential six-step financial planning process including establishing client-advisor relationships, collecting data, analyzing information, recommending strategies, implementing plans, and conducting periodic reviews.
Comprehensive guide on the different stages in the life cycle of investors including early earning years, family commitment years, mature earning years, nearing retirement, and retired. Key insights on asset allocation, risk tolerance, and financial goals at each stage.
Explore the roles and responsibilities of retail and institutional investment dealers in the Canadian Securities market. Understand the different styles and guidelines they follow to serve their clients' needs, and stay updated with current trends.
Learn about IIROC's Client Relationship Model (CRM) which aims to enhance transparency, client trust, and suitability in investment dealings.
In this section, we discuss the exchange rate, its impact on the Canadian economy, and the key determinants influencing currency values.
Explore the impact of bond maturity on price volatility, illustrating why longer-term bonds are more volatile than shorter-term bonds. Learn with examples and detailed tables.
Explore the nuances of how coupon rates affect bond price volatility with detailed explanations, FAQs, formulas, charts, and a comprehensive glossary of terms.
Learn the comprehensive mechanics of non-electronic securities trade, including trade tickets, clearing and settlement, calculating accrued interest, and understanding bond indexes as described in the Canadian Securities Course.
An introduction to equity securities with a focus on common shares, comparing their long-term performance against bonds and inflation.
Understanding the benefits and risks of common share ownership is crucial for investors seeking to maximize returns and minimize risks. This guide explores key aspects such as capital appreciation, voting privileges, and limited liability, alongside potential risks like market volatility and dividend uncertainty.
Understand the concept of capital appreciation in the context of common shares, and how it impacts investors' decisions.
Understand the basics and strategic importance of stock splits and reverse stock splits (consolidations) for publicly-traded companies. Learn how these actions can influence share prices and investor perception.
Learn how to read and interpret stock quotations for listed and unlisted stocks traded on stock exchanges and over-the-counter (OTC) market.
Learn all about Retractable Preferred Shares, their characteristics, and examples. Understand key features that affect their value and how they compare to other financial instruments in volatile market conditions.
A comprehensive guide to understanding floating-rate preferred shares, including their market conditions, examples, characteristics, and implications for buyers.
An in-depth overview of major U.S. stock market indexes, including the Dow Jones Industrial Average and the S&P 500. Detailed explanations of their composition, calculations, and their usage as market performance indicators.
Understanding the various risks associated with short selling, including borrowing shares, maintaining adequate margin, liability for dividends, buy-in requirements, volatile price action, and regulatory risk.
Detailed guide covering the trading procedures within the Canadian Securities Market, including the steps involved in retail securities transactions, and settlement procedures. Discover important concepts, detailed steps, and common scenarios in trading stocks, bonds, options, and other securities.
Comprehensive guide to different types of stock orders including market, limit, day, good-through, on-stop sell, on-stop buy, and professional types.
