Beyond ETFs: Your Guide to Seg Funds, REITs & Private Equity - CSC Exam Prep

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Money Talks: Your Guide to the Canadian Securities

SAGA Education

22 episodes

1 week ago

🎙️ Money Talks: Your Guide to the Canadian Financial Industry Welcome to Money Talks — the ultimate podcast for anyone preparing for the Canadian Securities Course (CSC), the CIRO/CIRE exam, or simply looking to better understand investing in Canada. Whether you're a student aiming to pass the CSC exam, a future investment representative working toward your CIRO CIRE certification, or a curious Canadian wanting to learn how the financial markets really work — this show is your starting point. Investment | Canada | TSX | RRSP | TFSA | CSC Exam | CIRO Exam | CIRE Exam | Canadian Securities |

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All content for Money Talks: Your Guide to the Canadian Securities is the property of SAGA Education and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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Beyond ETFs: Your Guide to Seg Funds, REITs & Private Equity - CSC Exam Prep - CIRE Prep

Money Talks: Your Guide to the Canadian Securities

11 minutes 59 seconds

2 weeks ago

Beyond ETFs: Your Guide to Seg Funds, REITs & Private Equity - CSC Exam Prep - CIRE Prep

Ready to grow your portfolio beyond the usual mutual funds and ETFs? The Canadian stock market (TSX) offers powerful investment tools that many beginners overlook. In this episode of Money Talks, we demystify the world of alternative managed products to give you an edge in your financial journey and your Canadian Securities Course (CSC) studies.

Financial professional Jonathan Cartier joins us to break down complex investments into simple, actionable concepts. We explore Segregated Funds, explaining how their insurance structure provides maturity guarantees and creditor protection. Discover Real Estate Investment Trusts (REITs) and learn how to become a fractional landlord, earning income from Canada's top properties. We also dissect Closed-End Funds, LSVCCs (and their valuable tax credits), and give you a look inside the high-stakes world of Private Equity.

➡️ Get your FREE concise study guide and 20% OFF the full bundle at ⁠⁠⁠Mtalks.ca⁠⁠⁠!

Download your FREE CSC Study Guide: https://www.Mtalks.ca
Get the Full CSC Study Package: https://www.Mtalks.ca/study-package

(For YouTube & Blog Post - Add Timestamps)

⏰ Topics Covered:

00:00 - Rita’s story: Overcoming the CSC exam struggle.
02:15 - Introduction: Investing Beyond Mutual Funds.
04:30 - What are Segregated Funds? (Maturity Guarantees, Death Benefits, Creditor Protection).
10:10 - Closed-End Funds Explained (Trading at a discount vs. NAV).
13:45 - How to Invest in Real Estate with REITs in Canada.
17:00 - Mid-Show Break
17:30 - LSVCCs: High-Risk Investing for Big Tax Credits.
21:00 - Private Equity: How Retail Investors Can Get Access.
24:15 - Key Takeaway: Matching the Right Investment to Your Financial Goals.

You can listen to this episode on :

Apple Podcasts Link: ⁠⁠⁠⁠https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549⁠⁠⁠⁠

Spotify Link: ⁠⁠⁠⁠https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba⁠⁠⁠⁠

YouTube:

⁠⁠⁠⁠Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY

Keywords: Canadian investing, Canadian stock market, TSX, beginner investing, financial podcast, segregated funds, REITs Canada, private equity, closed-end funds, LSVCC, Canadian Securities Course, CSC exam, wealth management Canada, diversify portfolio, finance basics.