Are you confused by terms like ETFs, index funds, and MERs? Want to start investing on the Canadian stock market but don't know where to begin? This is the episode for you.
In this chapter of Money Talks, Rita is joined by financial professional Jonathan Cartier to demystify one of the most powerful investment tools available today: Exchange-Traded Funds (ETFs). Forget the confusing jargon; Jonathan breaks it all down with a simple "fruit basket" analogy that will change the way you see investing.
Whether you're a complete beginner, studying for your CSC Exam (Canadian Securities Course) or CIRO Exam, or an experienced investor looking to optimize your portfolio, this episode is packed with actionable insights for the Canadian market.
In this episode, you will learn:
What is an ETF? (A simple, clear explanation for beginners)
How ETFs Work in Canada: The "in-kind exchange" process that makes them low-cost.
Types of ETFs: From standard index funds (like those tracking the TSX) to Active, Covered Call, and "Smart Beta" ETFs.
ETFs vs. Mutual Funds: A direct comparison of costs, transparency, tax efficiency, and trading.
Top Canadian Examples: Learn about famously traded ETFs in Canada and the USA.
Building a Portfolio: How to use the "Core and Satellite" strategy to build a diversified, long-term portfolio.
Risks to Watch Out For: Understanding tracking error, concentration risk, and more.
This episode provides critical financial education that aligns with the Canadian Securities Course (CSC) curriculum, making it essential listening for anyone serious about their financial career or personal investing journey in Canada.
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
Key words: ETF, Canada, Investing, Finance, TSX, CSC, CIRO, Canadian Securities Course, Stocks, Bonds, Wealth Management, Beginner Investor, Passive Investing, CSC Exam, CIRO Exam, Canadian Securities Course, Chapter 18 CSC, ETFs CSC, NI 81-102, NI 81-104, designated broker, in-kind exchange, tracking error, ETF Facts, financial advisor Canada, CSI, Canadian Securities Institute, investment advisor training, wealth management Canada, BMO, RBC, Bell, Horizon, iShare
