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Account Type
7 {* B1 Q$ e# J! h* LAccrued interest
4 a% I" j, d( w2 y$ TAccumulation
" t2 C) T1 Y% B4 t' IAccumulation plan
! q# a$ F8 y+ ^Active management
) h! X$ V( b# eAggressive growth fund
4 t" I& u4 K% M8 i6 a, H0 NAlpha
! d$ _7 n1 |3 n7 h/ f# M z4 gAmount recognized 7 o! Q. d- |) @& J) j
Analyst + K" U3 d" a9 P
Annual effective yield
* B0 w: b: ]/ @8 M, Q- q! j/ z EAnnual Maximum Payment Amount
! A: h! F! |0 V) WAnnual Minimum Payment Amount
4 H" B8 u; o; @$ _4 H# `Annual report
8 K/ O4 O: W& b0 y" zAnnual Return
, |# d& [5 F) J% a9 k6 w+ {Annualize . [( S/ X& S; t) |0 a1 k
Annuitant
: u3 P; P0 g( @4 I, E) P) iAnnuity ; p- L0 ? I; c, _" ^, @! N$ V" s
Appreciation
1 J! Q3 V+ v1 K* p3 t) F+ oAssets
9 t2 z7 z: |. i! DAsset Mix # J! d5 \2 S' L6 _& t" Z: r6 L4 F
Asset allocation . `) W T9 A- S3 B
Asset allocation fund 2 e! {. o$ m( }+ L; X( G
Asset classes 7 v" m& b3 `! \; f* v5 H
Assisted Capital
" ~$ c8 X% z" {5 z4 v+ F- |Automatic Conversion
& i' i; ]1 X5 [- CAutomatic reinvestment
" [- ~5 j4 }/ c3 ]Average Annual Compound Rate of Return
. d7 b- S) D* m- wAverage Cost per Unit/Share
' w- q- p! V8 SAverage maturity- R0 E. w5 M( o3 c( e: c/ C2 k6 q
Back-end load / X% ]9 |* |2 _& U( P6 t2 `
Balanced fund 8 x: F' {$ D5 T
Balance sheet 0 U3 L8 u3 M9 j' G& z$ _
Bank rate4 W# a" O0 H& I) f1 I2 C
Basis Point $ C' q5 S7 ^$ X7 v) | w
Bear market
6 z }/ S; v( ?/ u# ~! T( OBeneficiary
2 H; @- @ Z7 I* N4 @; X4 jBeta
0 p8 G7 Z! h& ^ M1 y0 fBlue Chip
9 U& I' L( r4 e* a- n& @Bond
5 }* N9 ~( V! h% rBond fund , D' \2 C. ?. `. u. u, p! |2 [
Book value
3 |. ^& M9 C w0 H: ?Bottom-up investing
" x9 i7 }1 Q& z/ o4 S: i* c; I* ZBroker/ s! r M) ^' |1 S I. W
Bull market
; n) X) [) Q! K' v- |$ NCapital % H4 y% C* t- u+ f5 A7 N3 T
Capital Gains
" k7 ]+ p6 ]% aCapital loss
2 h2 Y: n: |2 wClosed-end fund
* K9 o) y, B8 e: j. oCompounding
. g7 ~( U: R zCurrency Risk - o0 e+ Z" O4 L% n/ }. b
Current yield
2 l7 y3 a. t; Q1 hCustodian
- E M. W! F7 E7 NDebenture# f/ |' p: O* q% a
Debt
5 P' w# }% ]! R* CDeferral3 X6 f$ v \" ?1 S& H. s: ^: g: P& } X
Defined benefit pension plan6 L. `! r$ m* F j
Defined contribution pension plan
+ d9 M0 S( h7 S; m' EDiscount9 d/ n: B4 r0 b) w* h3 R. K+ m( Y
Discounted Pricing for Large Accounts) T3 z3 j' Q2 F; H) i
Distribution History- g( ` [+ p. b: R. D+ K
Distributions
4 \# l# X! e5 O% Q2 ~* qDiversification
3 Y' x. f% v3 s0 ^( ~Dividend# H1 ?" ^' b# a# D: A, M* p' c
Dividend fund# o7 E6 L5 B7 `8 ~
Dividend tax credit
3 b! e5 Q$ j+ s8 [Dollar-cost averaging! B/ @5 G7 U, R$ ~
Dow Jones Industrial Average (DJIA)
4 t3 O4 n% [& x: |3 ^, wDownside Volatility
- n2 Y2 x- T8 d+ hDPSP (Deferred Profit Sharing Plan)8 A* H! M( u" r% J% q# ]
Earnings estimates
1 T F7 {8 o6 D5 \Earnings Per Share
3 s; h' a* m: J0 V6 I. w; E# `Earnings statement
5 y' P8 v n" W' j5 X- R6 FEducational Assistance Payment (EAP)0 z; f5 D7 v4 }8 [/ s
Education Savings Plan2 i8 ?4 H' Q K: C
Emerging Markets
1 L" g/ k5 K: _! J; y4 BEquities (Stocks) A$ ~: j* [; Q- n: a
Equity fund5 I$ _. ^( W& O/ a6 @+ K% N7 b
Fair market value2 t* R- E/ ]; d# l- s" x
Family RESP2 Y: t) @ G! d8 Z! g3 ]; B
Fixed-Income Securities& v% j9 C3 _! V
Front-end load
) @, n- F3 l1 @- N u! D+ @5 WFundamental analysis
" g* P* A0 J+ ]3 P1 f; Z% MFund Number/ _8 R& p2 _/ \9 p/ k8 f1 n8 {
Futures
, X4 |: t# A) |$ Z/ Z- G* Y# eGARP3 a; I6 h# q/ X& M3 H/ ?; x
Grant Contribution Room$ ^ p) P& n# \, p6 d0 A
Group RESP: p9 s% g$ u, b6 Q" X2 `! x) B
Growth funds
0 i8 S$ `; Z- pHedge
2 {1 Y( H0 R( O5 fHRDC, _7 n/ \! A+ L$ m8 D( V5 C
Hurdle Rate7 v! E' `' `0 Q( V
Income Distribution" N1 ^" V" s9 ^/ ^6 o3 _0 s
Income funds
# {! U6 Q5 `1 A; D8 j+ r- IIndex# T/ F3 Y& M( ]: Q8 C j3 l
Index fund
- ~/ {) x( j! b5 t" \Inflation
7 i" `0 x7 l0 G, N) q; hInformation Ratio 7 M8 F; \" Y! I! H* O! S
Interest ! v( E4 {! |, c: F2 F! } h
International fund
0 r6 B- A0 C8 T8 n& U+ W, K7 LInvestment advisor
; P% B( ?. b6 C& k' e( u1 H% @; }Investment Funds Institute of Canada (IFIC)
; V ]" G' ~% b; w9 fLeveraging" g% r% U3 B9 V( {
Liquid
7 H0 _3 `- L- VLoad
9 O9 r) r' w/ h9 k# n/ [( ~Long Term Bond3 q" L3 R3 R8 q2 M
Low Load (LL) sales option
, J4 l5 u% q8 X. F! sManagement expense ratio
' y/ B' U; f7 W9 W, S. l2 lManagement Fee1 v+ E6 U3 T( `. d- S" X2 x
Market Value of a Mutual Fund
M- B( A; |' s* W1 v- l; ]3 rMaturity
4 A+ h3 |. w3 ~Mid-cap
) {- b6 {4 Y9 \/ OMoney market fund
3 q5 o% i' x# M, g# n; x# j0 }Money Market Instruments1 M& X0 C) m* }) u8 a5 g+ J
Moving Averages
( Y( z8 ?( P' `! j- YMutual Fund! Z. ]# a$ c, f/ W7 R0 [. v* o
NASDAQ; Z: {* V4 P/ r7 m. F
NAVPU) U; o7 \9 R/ u0 x0 P7 a3 Y5 G
Net Asset Value9 a3 l( ^. P8 ]3 @
No Load( ?4 f( s: N# K2 ?8 _8 H/ e5 u' ^* K/ t
Open-end fund
* D* x' s8 o$ k- I( Y2 UOptions+ o" _ k0 U, ?9 k
Pension plan# c" U: f1 `& i& n3 P. j7 O d
Pension adjustment* @) o e1 Y9 k5 b' }
Portfolio
2 [$ U C! R( ^3 T+ H8 @PortfolioPro
+ E, Z7 v6 k7 q/ T# Z9 l7 GPost Secondary Education Payment
4 c; f- F; L% f( nPromoter6 U+ A+ n$ `2 p5 s* h# D
Premium
; K. a1 n9 Y6 H4 }3 nPrice-Earnings Ratio6 i: V* P/ z0 L$ X4 G- S
Principal7 U0 ~ L6 |3 ^6 }: N5 ~7 j% G. Z
Prospectus
+ _2 g* k e: Z( O4 UQuartile Ranking: h9 B* b! h# ~$ P e
Registered Education Savings Plan (RESP)$ }) u& U. Y! j
RRIF (Registered Retirement Income Fund)
$ E: T% Y p/ C/ n- [RRSP (Registered Retirement Savings Plan)
( a X8 I9 X6 N8 h8 p/ lRecession
8 {0 R6 K9 `! f. ARelative Volatility- ?5 O9 B$ i3 n' ^5 d% ^- l6 P& f7 E
Return" P1 H* X+ ?: | ~( [7 z9 O5 ?* K
Risk
) X. I/ y2 W1 A! G- CRussell 2000 Index
& K6 ^6 y0 p( u( j; F) `6 u8 DR-squared
: `& Z" X; h/ |. d) H+ @1 H3 m. _/ DSales charge
) z# r* Y# j4 G/ r" R. ySector Fund
; u2 y8 S; F8 L& V4 n/ HSecurities
7 V9 q/ R( w! G5 D" r3 F& mSecurities Act
# ~6 Z: F! | V5 {Sharpe Ratio/ L; }5 K3 K8 x7 C, Y% g
Simplified prospectus! J% y& b4 o& L, A7 P1 O- A
Sortino Ratio
8 u, [- V8 f0 h% ~! O4 Q/ KSpecialty fund7 C* C$ d8 x! T9 l% `3 c9 d
Standard and Poors 500 (S&P 500)$ T. ` m! I6 @9 A& R4 L& T4 u
Standard Deviation
3 h( g! W. b( x( y' }9 E' w; fSubscriber
) \% f: m& k% \2 F3 NTax credit1 K/ K$ [; h1 s* _# X" G9 ~! p e
Tax deduction
9 { @# _4 g+ \* `7 d2 d7 qTop Holdings
, e/ l) P( v' Q2 N$ T* L) RTop-down investing
# X, k. \" B+ l+ _5 L# G0 d0 v9 Q6 gTransfer Fee
' f& `# L! |- nTreasury bills (T-bills)
0 _# \/ r8 W3 o' _( m% M0 A& fTrust + ]& P5 B% w" t
Trustee1 B4 I5 [2 J/ a% I7 @2 X- t
Turnover ratio
4 I! |0 X6 x3 i& n [* yUnassisted Capital
! n' \' z1 U# y' N$ }( K' NUnderwriter
, }- h" K- E( J4 ]* hUnit trust) w2 a5 I' ~% J! [ y7 H
Value funds
+ a- c2 _1 A: D$ A. o0 l5 L' ^Vesting9 A' q9 Y/ J5 J/ ] v* {
Volatility' D* G7 l1 ~, t/ c* [- `) X# N
Volume
2 O2 S7 a! {( p0 @ l" bWarrant
' p1 k: o- ^6 ^& X& aYield
3 y, H, B) g; I8 MYield curve! k; y8 J8 w/ B, L3 W6 G
Yield to maturity |
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