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Insurance & Investment Glossary

Insurance & Investment Glossary

Learning about money and investing is important for all ages. Even experienced investors, financial advisors, and portfolio managers are continuously looking to improve their knowledge and skills. Educate yourself on plenty of subjects, topics and terms with this comprehensive list. In Canada, securities regulators from each province and territory have teamed up to form the Canadian Securities Administrators (CSA). The CSA has created an investing basics guide to help you as well.

The more you know about the forces underlying market performance, and about why you own the investments you do, the more likely you are to make well-considered moves. This makes it far less likely to make hasty and unwise decisions. Keep your focus on the long term. Keep looking for growth opportunities. The more you learn, the more you earn!

ABCDEFGHI
JKLMNOPQR
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A

B

C

D

E

F

G

H

I

  • Index
  • Income Splitting
  • Individual Retirement Account (IRA)
  • Inflation
  • Inflation Risk
  • Insurance
  • Interest Rate Risk
  • Intrinsic Value
  • Investment Management
  • Investment Policy Statement
  • Investment Portfolio
  • Investment Risk

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

  • Xenocurrencies

Y

Z

  • Zero-Coupon Bond

#

  • 10-K
  • 10-Q
  • 52-Week Range
  • 401(k)
  • 529 Plan
InvestCANInvestRESPInvestUSARetireCANRetireMGN
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Sunny
Sunny
2024-02-29
Nic's vast knowledge in financial investments is exceptional. Highly recommended.
Peter Vigna
Peter Vigna
2024-01-27
Nic is the best source for financial education on social media best etf recommendations.
519 Painting
519 Painting
2023-05-01
Nick was a tremendous help with our financial planning for our new company!
Shiella A
Shiella A
2022-06-30
Nic is professional, intuitive, personable and passionate about his role. We are so gald to have Nic as our financial advisor; our portfolios are well managed and we have been happy with the outcomes over the years. Nic always goes out of his way to help us. We had a bad experience with our Canada life mortgage broker, his lack of support and responsiveness almost cost our family a great opportunity so we had to move on. We honestly wish Nic was able to handle our mortgage needs as well. This will ensure that all our service needs will be well managed. Thank you Nic for everything you do!
Jake Thuss
Jake Thuss
2022-06-25
Nic is the best financial advisor I have come across in London, Ontario. He knowledgeably helped us with our investments, life insurance and a mortgage. He is a great financial planner to deal with!
John Vella
John Vella
2021-06-10
This was my first experience with a financial planner. Nic took the time to explain everything to me. He is very patient and thorough. We talked about my goals and plans for retirement. We also talked about my comfort level when it comes to the the ups and downs of investing. I felt very comfortable with Nic. He is down to earth and very knowledgeable. I would highly recommend Nic to anyone needing a financial planner. I feel much more comfortable with my investment plan because of Nic and look forward to working with him for all my investment needs.
Jimal Isovski
Jimal Isovski
2021-05-11
My experience dealing with Nic was flawless. He was extremely informative, supportive and organized when dealing with all my questions and investments. He truly looks out for his clients and does whatever it takes to go above and beyond for their success.
Karen Campbell
Karen Campbell
2021-05-10
Nic always has your best interest in mind. Very knowledgeable, respectful of your time and very keen. Trust-worthy too.
Familia Homes Inc.
Familia Homes Inc.
2021-05-10
Really enjoy working with Nic on everything from insurance, to retirement savings and child education plans. He is extremely knowledgeable and his results have proven he is trustworthy.