's Lecture #3-1 - Canadian Financial System Why is it...

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Canadian Financial System Why is it important to have an organized financial system in place? financial intermediaries use economies of scale and risk expertise provide opportunities for small players to participate bring users and providers of capital together improve economic efficiency help economy reach full potential
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Individual Investors Why Invest? protection accumulation hedge (patriotism) (ethics)
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Building an Investment Portfolio 4 Steps: evaluate your personal situation establish your investment objectives determine your asset allocation build your portfolio
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personal details finances investment knowledge and time restrictions tolerance for risk time horizon *** Evaluate your personal situation
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safety/income/growth risk vs. return income vs. growth tax Establish your investment objectives
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cash/fixed income/equities
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This note was uploaded on 11/25/2010 for the course BUSINESS BU111 taught by Professor Yost during the Fall '10 term at Wilfred Laurier University .

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's Lecture #3-1 - Canadian Financial System Why is it...

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