Event

Building Wealth for the Short, Medium and Long-Term

Tuesday, October 22, 2024 16:00to18:00
Building Wealth for the Short, Medium and Long-Term

Are TFSAs, RRSPs, GICs, and ETFs a mystery to you? Does investing in the stock market feel like a gamble? If so, this webinar is for you! We’ll demystify the jargon and guide you through the essentials of mutual funds and ETFs as well as different types of accounts helping you understand key documents like Prospectuses and Fact Sheets along the way. You’ll learn how to choose between robo-advisors, mutual funds, and ETFs, and discover various ways to calculate the optimal portfolio balance for your age and risk tolerance based on different strategies. We’ll also discuss the benefits of Canadian versus global diversification and the percentage allocation for each. Join us for a hands-on session to take control of your financial future! This workshop is part of the Financial Skills series. Check our website for more workshops in this series.

Learning Outcomes:

  • Understand the difference between saving, investing, and speculating.
  • Learn about the different investment assets (stocks, bonds, ETFs, MFs) and their associated risks.
  • Review different investing accounts (RRSPs, TFSAs, FHSAs) and their features.

REGISTER HERE!

Online Event Instructions

Zoom registration

Back to top