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  • Financial Planning
    • Our Approach
    • What is Financial Planning?
    • Tax Preparation
    • Cost of Modern Investing
    • Types of Planning >
      • Retirement Planning
      • Tax Saving Strategies
      • Budgeting Basics
      • Insurance Planning
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    • Investment Blog
  • Investments
    • What is Investing?
    • Passive vs. Active Investing
    • Why Fees Matter
    • Different Types of Investments >
      • Exchange-Traded Funds ( EFTs )
      • Segregated Funds
      • Mutual Funds
      • Real Estate
  • Insurance
    • Why do I need Insurance?
    • Types of Insurance >
      • Life Insurance
      • Critical Illness Insurance
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ETFs (Exchange-Traded Funds)
Exchange-Traded Funds are the newest type of fund. They only started making them in the 90s when a demand for inexpensive index funds was emerging in the broker's market. These funds allow for extra liquidity and protection for investors that do their own trading and offer extremely low-fees for people adding them passively to their portfolio.
Segregated Funds​
Segregated funds are very similar to mutual funds and ETFs in that they are a pooled investment vehicle. Segregated funds differ from the other investments because of their insurance protection and guarantees. Some segregated funds will give a guarantee that you can't lose money over a given time period. 
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Mutual Funds
Mutual funds are by far the most common investment, in recent years they have started to lose ground against ETFs, but that's only because it's a very similar product. Mutual funds are very easy to invest in, and because it is a pooled investment, they take away lot of the risk for investors.
Real Estate​
Real Estate is probably the most understood investment. It's something that people like to get into because they understand how the money is made and how they can sell it later on. However, Real estate investing is a type of leveraged investing, and is also not liquid. These are added risks that the investor should be comfortable with.
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  • Financial Planning
    • Our Approach
    • What is Financial Planning?
    • Tax Preparation
    • Cost of Modern Investing
    • Types of Planning >
      • Retirement Planning
      • Tax Saving Strategies
      • Budgeting Basics
      • Insurance Planning
      • Estate Planning
    • Investment Blog
  • Investments
    • What is Investing?
    • Passive vs. Active Investing
    • Why Fees Matter
    • Different Types of Investments >
      • Exchange-Traded Funds ( EFTs )
      • Segregated Funds
      • Mutual Funds
      • Real Estate
  • Insurance
    • Why do I need Insurance?
    • Types of Insurance >
      • Life Insurance
      • Critical Illness Insurance
      • Disability Insurance
      • Health Insurance
      • Long-Term Care Insurance
    • Group Benefits
  • Contact