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Beyond ETFs: Your Guide to Seg Funds, REITs & Private Equity - CSC Exam Prep - CIRE Prep
Ready to grow your portfolio beyond the usual mutual funds and ETFs? The Canadian stock market (TSX) offers powerful investment tools that many beginners overlook. In this episode of Money Talks, we demystify the world of alternative managed products to give you an edge in your financial journey and your Canadian Securities Course (CSC) studies.
Financial professional Jonathan Cartier joins us to break down complex investments into simple, actionable concepts. We explore Segregated Funds, explaining how their insurance structure provides maturity guarantees and creditor protection. Discover Real Estate Investment Trusts (REITs) and learn how to become a fractional landlord, earning income from Canada's top properties. We also dissect Closed-End Funds, LSVCCs (and their valuable tax credits), and give you a look inside the high-stakes world of Private Equity.
➡️ Get your FREE concise study guide and 20% OFF the full bundle at Mtalks.ca!
Download your FREE CSC Study Guide: https://www.Mtalks.ca
Get the Full CSC Study Package: https://www.Mtalks.ca/study-package
(For YouTube & Blog Post - Add Timestamps)
⏰ Topics Covered:
00:00 - Rita’s story: Overcoming the CSC exam struggle.
02:15 - Introduction: Investing Beyond Mutual Funds.
04:30 - What are Segregated Funds? (Maturity Guarantees, Death Benefits, Creditor Protection).
10:10 - Closed-End Funds Explained (Trading at a discount vs. NAV).
13:45 - How to Invest in Real Estate with REITs in Canada.
17:00 - Mid-Show Break
17:30 - LSVCCs: High-Risk Investing for Big Tax Credits.
21:00 - Private Equity: How Retail Investors Can Get Access.
24:15 - Key Takeaway: Matching the Right Investment to Your Financial Goals.
You can listen to this episode on :
Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549
Spotify Link: https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba
YouTube:
Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY
Keywords: Canadian investing, Canadian stock market, TSX, beginner investing, financial podcast, segregated funds, REITs Canada, private equity, closed-end funds, LSVCC, Canadian Securities Course, CSC exam, wealth management Canada, diversify portfolio, finance basics.
View all episodes
By SAGA EducationReady to grow your portfolio beyond the usual mutual funds and ETFs? The Canadian stock market (TSX) offers powerful investment tools that many beginners overlook. In this episode of Money Talks, we demystify the world of alternative managed products to give you an edge in your financial journey and your Canadian Securities Course (CSC) studies.
Financial professional Jonathan Cartier joins us to break down complex investments into simple, actionable concepts. We explore Segregated Funds, explaining how their insurance structure provides maturity guarantees and creditor protection. Discover Real Estate Investment Trusts (REITs) and learn how to become a fractional landlord, earning income from Canada's top properties. We also dissect Closed-End Funds, LSVCCs (and their valuable tax credits), and give you a look inside the high-stakes world of Private Equity.
➡️ Get your FREE concise study guide and 20% OFF the full bundle at Mtalks.ca!
Download your FREE CSC Study Guide: https://www.Mtalks.ca
Get the Full CSC Study Package: https://www.Mtalks.ca/study-package
(For YouTube & Blog Post - Add Timestamps)
⏰ Topics Covered:
00:00 - Rita’s story: Overcoming the CSC exam struggle.
02:15 - Introduction: Investing Beyond Mutual Funds.
04:30 - What are Segregated Funds? (Maturity Guarantees, Death Benefits, Creditor Protection).
10:10 - Closed-End Funds Explained (Trading at a discount vs. NAV).
13:45 - How to Invest in Real Estate with REITs in Canada.
17:00 - Mid-Show Break
17:30 - LSVCCs: High-Risk Investing for Big Tax Credits.
21:00 - Private Equity: How Retail Investors Can Get Access.
24:15 - Key Takeaway: Matching the Right Investment to Your Financial Goals.
You can listen to this episode on :
Apple Podcasts Link: https://podcasts.apple.com/ca/podcast/money-talks-your-guide-to-the-canadian-securities/id1828548549
Spotify Link: https://open.spotify.com/show/2FkGdY1vJxjnUeUzXEpVDI?si=7c8ffe74842342ba
YouTube:
Link: https://youtu.be/FZm-2dKcmBU?si=9CORewOvs_FV_NGY
Keywords: Canadian investing, Canadian stock market, TSX, beginner investing, financial podcast, segregated funds, REITs Canada, private equity, closed-end funds, LSVCC, Canadian Securities Course, CSC exam, wealth management Canada, diversify portfolio, finance basics.