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Investment Concepts

The theory, strategies, ideas, and calculations you can use to make smart investing strategies.

All Lessons

Accounts 101

Explore the different account types available in Questrade and determine the right account for you.

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Basic order types and durations

Discover the different order types and durations that you can use in investing.

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Different investment strategies

Learn about how different investment strategies can help you based on your goals and situation.

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ETFs 101

Discover what Exchange Traded Funds are in the articles below, how they work, and how they can potentially benefit your portfolio.

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Fixed-income investments

Learn how you can diversify your portfolio with fixed-income investments like bonds and Guaranteed Investment Certificates (GICs).

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Introduction to mutual funds

Understand what mutual funds are, the different types of mutual funds and how to place an order in Questrade.

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Investing foundations

Understand the fundamentals and major concepts in investing to help you build a solid investing foundation.

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Margin 101

Learn about using a non-registered account and important information when leveraging it for your investments.

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RESPs 101

Learn what a Registered Education Savings Plan is, its benefits and some frequently asked questions.

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RRSPs 101

Learn about Registered Retirement Savings Plans, how you can use it for your investments, and other benefits it can offer to your investment goals in the future.

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Stocks 101

Learn about the basics of stocks, adjusted cost basis, and dividend paying securities.

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TFSA 101

Discover what a Tax-Free Savings Account is and how it can benefit your investment goals.

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FHSA 101

Discover the First Home Savings Account and learn more about how it can help you save for a future down payment for a home.

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Things novice traders should know

Understand the important concepts in investing to get you started on the right path.

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Advanced order types and durations

Explore advanced order types and durations including how to set up bracket orders.

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Dual-listed securities

Learn how to exchange shares from one exchange to another by “journaling shares”.

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ETFs 201

Learn more about the unique risks and benefits of trading leveraged and inverse ETFs.

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Locked-in accounts

Explore how you can use locked-in accounts such as LIRA, L-RSP, pension transfers, and what you can invest in them.

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Margin 201

Learn how to use your margin power and understand how interest is calculated on borrowed funds.

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Option strategies in registered accounts

Learn more about the options strategies available in registered accounts like the TFSA or RRSP.

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Rebalancing your portfolio

Discover how to manage your investments by rebalancing your portfolio.

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RESP 201

Take a deeper dive into using your Registered Education Savings Plan and how to withdraw it.

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RRSPs 201

Read about finding other ways to use your Registered Retirement Savings Plan (RRSP) based on your situation and goals.

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Stocks 201

Understand how ECN fees work, different order routes, short-selling, and other intermediate concepts when investing in stocks.

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TFSAs 201

Discover other ways you can use your Tax-Free Savings Account (TFSA).

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Corporate accounts

Learn how to get started with opening a corporate account and get its benefits.

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Trusts

Understand what a trust account is, how to set up one, and how to manage it.

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Data analysis

Learn how to use research to help you make more informed investment decisions.

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Cash 101

Explore what a cash account is and how it can help you invest with simplicity.

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Get answers to frequently asked questions

The “right” account depends on your investment needs and goals. We’ve created an article to help you understand some of the factors that might impact your choice and to let you know what your options are. You can read it here.

The order type you choose for your order can impact how and when it is filled. You can read more about the different order types we offer here.

The duration you choose for your order can also impact how and when the order is fulfilled. To learn more about the different order durations we offer, you can read our article here.

Have more questions?

Tell us what you need help with, and we’ll get you in touch with the right specialist.