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Account Type
* |& V& k: G. GAccrued interest
' ] r5 l( r9 ]$ l0 ~4 PAccumulation * q0 I7 Q" n! r, `# Y6 |
Accumulation plan. o8 Z% u- w# D6 \ M6 C
Active management
& t7 m5 O8 @" e2 h- s; N8 J! LAggressive growth fund
/ _& N( ~& n1 `8 U, dAlpha% `1 Q0 T, _8 {; Q% J
Amount recognized
- o; o( e7 \, C' Y, K0 NAnalyst
/ k) C) Y5 W! z1 [" a2 H2 a* hAnnual effective yield 6 F( S$ a, e H2 q9 H1 m& X/ B
Annual Maximum Payment Amount6 X( k6 x3 v( f: [6 f
Annual Minimum Payment Amount * h: B1 n% b6 y" r$ w# ^
Annual report
: m/ y, X0 a/ C5 t+ uAnnual Return
! y& |7 b6 ?; R" vAnnualize
7 u [# K* }9 m. K" W( w2 X! WAnnuitant
' k$ X5 B$ p1 b% t- aAnnuity 9 \' D6 C4 z1 U
Appreciation2 `2 @/ d) m6 @ H( Y8 i3 }" Y
Assets
7 X( n3 }, |& \Asset Mix 8 ]4 P0 `- R+ O& m: ]. O% M
Asset allocation ' m8 I$ \" H" \8 i2 k( k: M
Asset allocation fund
# Q0 t5 D0 O j: [. ZAsset classes 7 k+ `; t* n: b$ z+ ^
Assisted Capital
# p* W1 d4 g2 A L) w2 \Automatic Conversion ' y: U$ y0 v X5 T5 E
Automatic reinvestment" _* o+ t5 H& F4 Y
Average Annual Compound Rate of Return 4 ^ j5 _* e% l' Y$ T6 y( m) S. H
Average Cost per Unit/Share
5 a2 n" u" S9 ^) o7 B# L& jAverage maturity+ E2 Z9 C) g1 l; j
Back-end load 2 h9 Z9 i( p% E, ?: ^
Balanced fund
. V r4 [+ e; U6 `3 F" ]Balance sheet
+ @+ C4 W6 k. v% A0 IBank rate
: y6 t7 x" X- l5 iBasis Point
/ U5 v/ d% v3 mBear market9 B- f# h6 C5 ?9 i! G3 m
Beneficiary
6 z$ i, b) w" \6 k v1 u" IBeta8 e: u/ a5 ^' s4 w3 x7 s7 H
Blue Chip + M5 H: q7 @& z6 }# o
Bond , e$ i% ]. T" t* i% l
Bond fund / r! P% q, j$ L8 k6 i
Book value 8 X# T2 V3 p, P3 t+ p/ ?2 Z
Bottom-up investing
2 w) Q: S3 O- n K/ u" H: DBroker" G0 w: N3 A0 E @# _
Bull market
, T) r0 Y/ A4 G, ^ bCapital
) d/ x2 Z. l7 O3 f P, r* nCapital Gains
9 ^1 v8 O" v# M' WCapital loss 3 Y* E! v7 O+ d! V. E
Closed-end fund
& U' n5 e P9 [ {( GCompounding 6 y/ ~" _9 k3 ?% z1 B
Currency Risk - h9 ]' I0 J8 X: S9 ?6 {& t
Current yield & B1 o% M0 Y) ]1 b* X6 T$ p
Custodian 0 c, b! c3 X* T. O+ p1 T
Debenture: r: E8 A7 ~5 m- T$ i9 M. n! {
Debt$ a* d$ S( H. ^: R$ H3 ~
Deferral
+ [, ]/ E; X! ^! @Defined benefit pension plan
4 q+ c3 C$ ^3 Y g/ G7 p; F2 gDefined contribution pension plan _( t" a6 d. {. e# |& V
Discount
7 @' A3 F; m: a( `; rDiscounted Pricing for Large Accounts
& E. [: n$ K+ Y. ZDistribution History2 e" {& E) @0 Q5 k" r; a1 {
Distributions2 |$ i' o3 ~2 w$ R- ?0 V, f- a
Diversification
& R+ e+ l) B6 |Dividend q+ P) m; u( }+ f
Dividend fund' j' N3 [( l9 x5 u* l
Dividend tax credit
6 S. }8 o/ \4 M1 d: X: ?* s2 UDollar-cost averaging
/ W) N8 b# ~# p9 w; JDow Jones Industrial Average (DJIA)3 Q( C; u3 q7 n2 n* @
Downside Volatility
2 O5 s* d8 a0 w# N6 |DPSP (Deferred Profit Sharing Plan)
) N! j& U! }' TEarnings estimates1 B" y2 K8 t C; U
Earnings Per Share
: G- X( B' A9 PEarnings statement
3 N& @3 V1 @5 \Educational Assistance Payment (EAP)& a4 @( z. a# w! }
Education Savings Plan
+ X. T; E" R* x; ?, m' dEmerging Markets9 j& V I; @# Q7 l$ ^' g0 f
Equities (Stocks) 3 L$ f8 s% p- X' P1 s1 K
Equity fund
3 H% n% K2 a* Z8 K+ YFair market value# z0 i6 k: ^- o* Y( W- C
Family RESP8 O' A* q: |) m( H5 Z3 ?7 U
Fixed-Income Securities' S, z/ A' C; h C2 t7 _4 W4 J* f
Front-end load7 h# c) `0 v8 _
Fundamental analysis
- m2 x8 @9 J$ t! g& L I1 D$ IFund Number& l h8 L% G1 L' ?3 f
Futures
7 K2 v1 ?, u6 c) mGARP5 p+ W% R; ] Y
Grant Contribution Room) Z) ?/ `: r# r; a+ v: f8 l( J
Group RESP
4 r8 ~ ~& b1 ]* L- f6 @* iGrowth funds
7 b/ B3 F" K! q2 X& f2 hHedge+ ~6 u, k) v- E( G6 S! ]8 t$ Z
HRDC: r5 Y, o8 h! P4 I! z7 Y1 z9 q8 @) X
Hurdle Rate
Q9 p# p5 N! FIncome Distribution! N6 |& _9 q3 A* r% r5 |) x
Income funds
5 `6 Z& C q- g ^0 @. Y( \- \1 VIndex2 P* `+ L$ t; z, H0 G. a7 }2 q+ E6 t& I
Index fund7 v# g2 x4 I! L2 q) F
Inflation
' G. D' N# |; Y T: JInformation Ratio " Q! N& {3 J4 L1 k1 G
Interest ) l0 G5 d c6 s0 ^+ Q
International fund+ m0 B: e( Q) b7 Z5 b" n0 `; z
Investment advisor( t! y) A3 m P7 U% G
Investment Funds Institute of Canada (IFIC)
& g; `# f7 f, c+ {4 tLeveraging
+ j. z. n$ Y5 m% j( {- E8 @$ SLiquid ; L5 Y/ s$ ?, N) V( ]8 N
Load
0 ?( I. X. y/ d3 _Long Term Bond
) F! L+ Y w1 ?Low Load (LL) sales option/ h5 L% V# l! K/ Z1 E7 _2 S: G. s
Management expense ratio
1 z+ X2 Q" J# o4 D3 c$ }Management Fee1 G% e k% V6 j- e
Market Value of a Mutual Fund+ i9 x2 c% V0 t* g. M
Maturity& |$ A, b9 B0 G2 {) X5 D
Mid-cap
% X. {1 R: Y- N) P) ^% ZMoney market fund
/ L/ I- n' ?0 {- x4 gMoney Market Instruments
5 f. z+ `( S+ S: W2 R* P aMoving Averages+ y7 A5 W |# a% X) T/ Q# _
Mutual Fund
/ H; S7 U9 V0 l# jNASDAQ
- p& ^" v9 u& I$ lNAVPU
# o/ p [+ l, c; vNet Asset Value
% k5 u8 F% |2 ]+ ENo Load
6 b! g6 U* ?. V0 X; |" G% NOpen-end fund+ V- c( L, g7 z# }+ h- f( C
Options7 R: a+ l0 |% [& n- G; {
Pension plan
9 [% y+ x6 `1 S0 L" d7 `Pension adjustment, e6 E ~& m, P5 v$ k
Portfolio
, F/ ^ r- d5 M! g6 v* S4 {PortfolioPro0 |$ _% y8 f. j( ~9 I8 ^
Post Secondary Education Payment6 s$ X( _9 W3 m/ y1 \
Promoter
0 V$ ?; D7 t Y8 D8 w( L J) ^Premium
) {8 u2 r2 A: |. s: c; d' _Price-Earnings Ratio
% j/ v8 i2 x8 v: D wPrincipal
w" k" `4 V, t' XProspectus
6 l' X; \* } Y1 m) E! y B/ d% GQuartile Ranking) Y b! C' a; ^4 x, }
Registered Education Savings Plan (RESP)2 _! u+ z: i. B3 G3 C0 r" J
RRIF (Registered Retirement Income Fund)
- `% v2 U a( m, i9 k- m7 r, T( i ZRRSP (Registered Retirement Savings Plan)
. J f# R* f# N) n5 GRecession
( j5 m# P7 V% E6 z, }7 {3 d' ZRelative Volatility- r Q0 U4 j# A/ Q9 H. F
Return
! q6 B0 O1 f) ~; A0 n* wRisk
' L0 v4 a; k2 c# D& W! o0 bRussell 2000 Index
- d- s; Z; N# \& f! T8 S( v$ oR-squared+ U$ O2 Z$ a4 E
Sales charge" K# V U9 T8 P- e: S, U
Sector Fund
0 `: o; p. y+ A3 [% Z3 D0 G( H; mSecurities
% q9 m: ]3 ?. [- P0 TSecurities Act
: J, J+ D. `; \% A. sSharpe Ratio
0 D$ |4 S/ E2 U$ ?8 U$ r E) aSimplified prospectus" ~* c- A3 ~. ?1 d7 S3 d3 x
Sortino Ratio9 z0 i% E* z) M5 V1 q+ h0 _6 o+ b" l2 b
Specialty fund
% t6 r' }+ G9 \4 N% b9 IStandard and Poors 500 (S&P 500)( m2 i* T" x& N+ o
Standard Deviation + ^% Z- R8 C. Q7 N: t3 ]
Subscriber
- K- H6 D3 s* i8 t9 dTax credit* d" @5 e" D- [ A
Tax deduction
) O: v0 M4 @* x% i' I/ x6 BTop Holdings
9 b* ~' p0 g5 ?" P1 mTop-down investing7 I3 B( K# z6 L, }' Q
Transfer Fee$ x0 \/ f2 d0 s
Treasury bills (T-bills)
: H0 ]! ?2 D: ^Trust
3 c- l) M: \! Z7 A: @* h3 rTrustee
& O) `" j9 x0 w/ G. [7 J: h0 c% ZTurnover ratio
+ Y8 \5 T0 F3 lUnassisted Capital- O. h- v5 v6 }- u" z$ s
Underwriter
0 e" x9 Z2 [& ?; zUnit trust
P5 N9 f C( P8 m2 z$ c& mValue funds - ^- a6 H- O7 f6 s' R9 K% z- B
Vesting* n% W) k2 b5 v! j* c4 U- y
Volatility+ g) H- z( g- n
Volume , o7 h" {$ P9 L1 W
Warrant: U1 d- Y1 G: K3 P, J2 ]
Yield0 Y B1 X1 Z7 H; K
Yield curve
+ ]! W- ]( N/ J7 ~& \Yield to maturity |
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