Product
Registered Plans
Tax
Transactions/Systematics
Non-Work
100

This ETF uses the ticker symbol TLV.

What is the Invesco S&P/TSX Composite Low Volatility Index ETF?

100

This program allows a person to borrow from their RRSP to pay for their education.

What is the Lifelong Learning Plan?

100

This type of transaction can be a taxable event in a non-registered account even though the client doesn't receive any funds.

What is a switch?

100

This delivery code means a cheque was sent direct mail via Canada Post.

What is 01?

100

This team won the 2019 NBA championship.

Who are the Toronto Raptors?

200

This kind of investment fund prices once a day.

What is a mutual fund?

200

These two RESP grants don't require any contributions.

What are CLB and BCTESG?

200

This is how many years you can carry back a capital loss.

What is 3 years?

200

A client cannot provide Invesco instructions on these types of accounts.

What are nominee and intermediary accounts?

200

She is married to Kanye West.

Who is Kim Kardashian?

300

This is the modified duration of the Invesco Canadian Core Plus Bond Fund.

What is 8.64?

300

This is the only kind of RESP redemption that has withholding tax.

What is an Accumulated Income Payment?

300

This is the Quebec equivalent of a T3.

What is an RL16?

300

This type of redemption is prompted when an account has an agreement to compensate their advisor directly from their account.

What is an investment advisory fee redemption?

300

This is the highest maximum speed limit on PEI.

What is 90 kilometers per hour?

400

This is the purpose of series H.

What is to hedge foreign currency risk?

400

These types of plans don't accept any purchases, only transfers in.

What are locked-in accounts or RRIFs?

400

This type of account issues a T4RSP for redemptions but isn't an RRSP.

What is a LIRA?

400

This program of systematic switches can run for a maximum of one year.

What is the Dollar Cost Averaging service?

400

She is Matt McNair's boss' boss.

Who is Karen Chin?

500

This type of fund won't price on Martin Luther King Jr Day.

What is an Invesco ETF fund with US holdings?

500

This rule prevents full time students from withdrawing more than $5000 from the grant and growth portion of their RESP during their first semester.

What is the first 13 weeks rule?

500

This rule prevents you from claiming a loss if you repurchase identical property within a specific time frame.

What is the superficial loss rule?

500

This term is used to refer to when a transaction is reversed and it results in a gain or loss.

What is dilution?

500

This is the farthest planet from the sun in our solar system.

What is Neptune?

M
e
n
u