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In the Season 2 Finale of Money Talks, host Rita and financial expert Jonathan Cartier decode the complex world of Institutional Clients. We move beyond retail investing to explore how the "whales" of the Canadian Stock Market—pension funds, mutual funds, and hedge funds—move millions of dollars without tipping the scales.

If you are preparing for your Canadian Securities Course (CSC) or want to understand the mechanics of the TSX and Bay Street, this episode provides a breakdown of the Buy Side vs. Sell Side dynamic. Jonathan explains the high-stakes environment of Dark Pools, the speed of High Frequency Trading (HFT), and the specific roles of Portfolio Managers and Liability Traders.

[00:00] Welcome & Market Update (Gold, Crypto & Tech Sector)
[02:15] Defining the Institutional Client (The Whales)
[03:30] Buy Side vs. Sell Side Explained
[05:10] Front, Middle, and Back Office Structure
[07:20] Revenue Sources: Spreads, Commissions & Prime Brokerage
[09:00] Clearing, Settlement & STP
[11:00] Roles: Agency vs. Liability Traders
[13:45] Algorithmic Trading, HFT & Dark Pools

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

Disclaimer: This podcast is for educational purposes only and should not be considered financial advice.Keywords: Canadian Securities Course, CSC Chapter 27, Institutional Investing, TSX, Financial Education Canada, Investment Dealer, Hedge Funds, Dark Pools, Algo Trading.