In this episode I will continue my discussion on investment planning, portfolio building and types of investment accounts. I will also discuss what an index is and how it could fit into an investment strategy.

An index fund is a type of mutual fund with a portfolio constructed to match or track the components of a market index, such as the Standard & Poor’s 500 Index (S&P 500).

The Canada Learning Bond (CLB) is a grant paid by the government of Canada to assist families with saving money for their children’s post-secondary education.

Get Smarter about Money (Ontario Securities Commission)

Canada Learning Bond

Morningstar