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Financial Glossary

Less jargon. More explanation.

Understand the difference between a "fund of funds" and an ETF. Know your asset allocation from a management expense ratio (MER). Consult this mini-dictionary of financial terms any time; helping you sift through information to develop real understanding is core to what we do.

Investment Terminology

It's your money, but sometimes it’s hard to understand all the options, terms, and products that could contribute to your investment portfolio. We’ve assembled a few, for your reference.

RRSP Terminology

Our Registered Retirement Savings Plan glossary demystifies much of the financial jargon associated with this critical aspect of your overall financial plan.

RESP Terminology

Registered Education Savings Plans have their own lexicon of terminology. For a quick primer, check out our glossary.