The 7-Step Portfolio Management Process for Canadian Investors

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Money Talks: Your Guide to the Canadian Securities

SAGA Education

22 episodes

6 days 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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The 7-Step Portfolio Management Process for Canadian Investors - Investing for Beginners

Money Talks: Your Guide to the Canadian Securities

12 minutes 18 seconds

1 month ago

The 7-Step Portfolio Management Process for Canadian Investors - Investing for Beginners

In this essential episode of Money Talks, host Rita welcomes back financial professional Jonathan Cartier to demystify the Portfolio Management Process. Forget complex jargon; Jonathan breaks down the seven foundational steps every Canadian investor should master. Using real-world examples from companies on the TSX, he explains how to build a portfolio tailored to your unique life goals, whether you're saving for a home, planning for retirement, or just starting your investment journey. This is the ultimate guide for beginner investing in Canada and a must-listen for anyone studying for the Canadian Securities Course (CSC).

[02:35] The Portfolio Approach: Why your portfolio's total risk is less than the sum of its parts.
[04:10] Step 1: Investment Objectives & Constraints: How to define your goals (Safety, Income, or Growth) and personal investment rules.
[08:50] Step 2: The Investment Policy Statement (IPS): What this critical "blueprint" document is and why you need one.
[11:15] Step 3: Mastering Your Asset Mix: The single most important decision you'll make, balancing cash, fixed income, and equities.
[14:00] Strategic vs. Tactical Asset Allocation: The difference between your long-term plan and short-term market opportunities.
[18:20] The Final Steps: How professionals select securities, monitor the market, evaluate performance (including the Sharpe Ratio), and strategically rebalance.

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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

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