Introduction to The Canadian Rational Investor's
Seminar Series

Follow the laid out path (from step 1 through to step 5) for a complete introduction to the investment side of the financial planning process. Or, find your specific area of interest and quickly drill down to those resources.

1. Managing Your Portfolio Professionally

 

Client based approach

Plan formulation

Plan implementation

 
 
  • Your Goals
  • Time Horizon
  • Risk tolerance
  • Interests
  • Resources
  • The Efficient Frontier
  • Diversify not only by class but also by type
  • Creation of investment policy statement
  • Carry out Investment policy statement
  • Professional execution of plan
  • Administration
  • Review and re-balancing
 

Take the Portfolio Management online seminar.

2. Macro (Market based) Analysis

 

Market condition

Proxies

Economic cycles

Investment spectrum

 
 
  • 17 1/2 year cycles
  • Interest rate outlook
  • Inflation / Deflation outlook
  • Hard vs. Financial assets
  • US$ as proxy for financial assets
  • Gold as a proxy for hard assets
  • Where are we currently
  • Which sectors should outperform
  • Different investment products for different investors
  • Low to high risk
 

Take the Macro Analysis online seminar

3. Investing In Fixed Income

 

Background

Historical Perspective

Economic Indicator

Portfolio Inclusion

 
 
  • Bonds Defined
  • Size of Market
  • Judging Quality
  • 200 Years
  • 50 Years
  • 10 Years
  • Yield Curve
  • Normal vs. Inverted
  • Current
  • Age Ratio
  • Laddering
  • Rule of '72
  • Buying Below Par
 

Take the Fixed Income Investing online seminar

4. Micro (Individual securities) Analysis

 

Companies with earnings

Companies with no earnings

 
 
  • Basic value
  • GARP
  • CANSLIM
  • TSX Venture Capital Model
 

Take the Investing in Companies online seminar

5. Technical Analysis

 

Terms defined

Patterns & Formations

Trading rules

Swing Trading

 
 
  • Time frames
  • Contrarian
  • Macro & Micro Applicability
  • Tops and bottoms
  • Flagpoles
  • Key reversals
  • The 50% rule
  • Divergence
  • Sell ½ on a double
  • Partial profits
  • Money & Risk management
  • Putting it all together
  • Time frames
  • Using options
 

Take the Chart Pattern & Formation trading online seminar

6. Tax Strategies for Canadian residents

 

Government sponsored plans

Incentive based products

Tax friendly Investments

 
 
  • RRSP
  • RRIF
  • RESP
  • WOF
  • Flow through shares
  • Dividend tax credits
  • Canadian mining & exploration tax credits
 

Take the Cdn. Tax Strategies online seminar