Investment Assignment
Date: Wednesday, November 20, 2013 – In-class presentations
Purpose: To research and present one investment strategy that is assigned to you by your teacher.
Students will research in groups of 3 to create a handout to present to the rest of the class regarding this
investment strategy.
The choices are:
1. Savings Bonds
3. TFSAs (Tax-Free Savings Accounts)
5. RESPs (Registered Education Savings Plan)
7. Stocks
2.
4.
6.
8.
GICs (Guaranteed Investment Certificates)
RRSPs (Registered Retirement Savings Plans)
Workplace Pensions or Savings Plans
Mutual Funds
Each group is responsible for answering the following questions:
1. What is the investment strategy? Provide a brief description.
2. Where can it be purchased?
3. Are there any fees or costs associated with this investment?
4. How cashable (liquid) is it? (ie. How easily can you convert the investment to cash?)
5. What is the level of risk?
6. What investment knowledge, if any, is required?
7. Would this investment be used for long-term or short-term financial goals? Provide an example.
The handout must contain the answers to all of the above-listed questions GIVEN IN YOUR OWN WORDS.
It may also contain any additional information that is relevant.
The presentation must answer each of the above-listed questions in a creative way. Each person must
participate equally in the presentation. The presentation must be done using Glogster.
Refer to the following list of website resources, which may be used to locate answers to the questions.
You may use other useful and reliable websites as needed.
Website Resources:
www.getsmarteraboutmoney.ca
www.cba.ca/en/consumer-information
www.cibc.ca
www.yourmoney.cba.ca
www.bmo.ca
www.tdcanadatrust.ca
Evaluation: The assignment will be evaluated using the rubric below. The handout should contain the
answer to each question, and must be typed and proofread.
Evaluation Rubric
Content
Creativity
Team Work
Communication
Presentation
Knowledge
CATEGORY
Final Mark:
Level 4
Level 3
Level 2
- Answers given are
correct and are indepth.
- Answers given are
correct.
- Answers given are
mostly correct.
- Several answers
are incorrect. 
- Almost no
grammatical,
spelling or
punctuation errors.
- A few
grammatical,
spelling, or
punctuation errors.
- Many
grammatical,
spelling, or
punctuation errors.
- Organized and
presentation flows
sequentially.
-Presentation
appeared choppy
and some
clarifications must
be made.
- Presentation is
extremely choppy
and many
clarifications must
be made.
- Presentation is
somewhat creative
and original.
- Presentation lacks
creativity and
originality.
- No grammatical,
spelling or
punctuation errors.
- Well organized
and presentation
flows extremely
well.
- Presentation is
very creative with
a lot of originality.
- Demonstrated
respect,
leadership, cooperation, and
constant
participation.
- Presentation is
creative and
original.
- Demonstrated
respect,
leadership, cooperation, and
participation.
- Demonstrated
moderate respect,
leadership, cooperation, and
participation.
20
Level 1


- Demonstrated
only slight respect,
leadership, cooperation, and
participation.


10
4
4
2
Finance Assignment
Names: ______________________________
Evaluation Rubric
Content
Creativity
Team Work
Communication
Presentation
Knowledge
CATEGORY
Final Mark:
Level 4
Level 3
Level 2
- Answers given are
correct and are indepth.
- Answers given are
correct.
- Answers given are
mostly correct.
- Several answers
are incorrect. 
- Almost no
grammatical,
spelling or
punctuation errors.
- A few
grammatical,
spelling, or
punctuation errors.
- Many
grammatical,
spelling, or
punctuation errors.
- Organized and
presentation flows
sequentially.
-Presentation
appeared choppy
and some
clarifications must
be made.
- Presentation is
extremely choppy
and many
clarifications must
be made.
- Presentation is
somewhat creative
and original.
- Presentation lacks
creativity and
originality.
- No grammatical,
spelling or
punctuation errors.
- Well organized
and presentation
flows extremely
well.
- Presentation is
very creative with
a lot of originality.
- Demonstrated
respect,
leadership, cooperation, and
constant
participation.
- Presentation is
creative and
original.
- Demonstrated
respect,
leadership, cooperation, and
participation.
- Demonstrated
moderate respect,
leadership, cooperation, and
participation.
20
Level 1


- Demonstrated
only slight respect,
leadership, cooperation, and
participation.


10
4
4
2