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Mathieu Gouraud
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Decks in this class (16)
CH 5 - Residential Mortgages
What is does the bank act restrict,
What is the use of a mortgage inv...,
What is the canada mortgage and h...
36
cards
CH 8 - Understanding Tax Returns
T3 slip statement of trust income...,
T4 slip statement of remuneration...,
T4a slip statement of pension ret...
8
cards
Ch 10 Retirement Savings Plans
How are capital gains taxed on an...,
Can the assets of an rrsp cannot ...,
The rrsp contribution limit for a...
15
cards
Ch 11 - Employer-Sponsored Pension Plans
Group rrsp settlement options,
What is a registered pension plan,
What is the pension benefits stan...
28
cards
Ch 12 - Government Pension Programs
Year s basic exemption ybe,
Contribution rates for cpp and qp...,
Contributors to the cpp qpp progr...
27
cards
ch 13 - Retirement Planning Process
Retirement planning involves five...,
What is wealth conversion concern...,
Six steps to help your clients pr...
13
cards
ch 14 - Annuity-Based Financial Products
Assuris,
Assuris guarantee,
Straight life annuity
29
cards
ch 15 - Planning to Pass on the Estate
Testator,
Executor liquidator trustees,
Intestate
40
cards
ch 16 - Estate Planning Strategies
Trust,
Trust document,
4 duties of the trustee
48
cards
Ch 17 - Investment Management
Three key steps of a systematic a...,
Three components of asset allocat...,
Factors to consider to invest in ...
12
cards
Ch 18 - ASSET ALLOCATION
3 steps of asset allocation proce...,
4 assets to consider when allocat...,
In which type should debt securit...
14
cards
Ch 19 - Equity Securities
What are preferred shares charate...,
What are cumulative dividends pre...,
What happens to value of preferre...
33
cards
CH 20 - Debt Securities: Characteristics, Risks, Trading and Yield Curves
Government of canada issues thefo...,
3 non government issuers,
4 features of debt securities
17
cards
Ch 21 - Debt Securities: Pricing, Volatility and Strategies
Goals of monetary policy,
Government spending is financed b...,
Quality spread theory
14
cards
Ch 22 - Managed Products
Wrap accounts,
Separately managed wraps,
What are swaps
19
cards
CH 23 - Portfolio Monitoring and Performance Evaluation
Six steps of monitoring system,
Two stages of portfolio performan...,
Factors included in portfolio per...
11
cards
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WME
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