DIY Savings and Investment Clinic Workshop


Sherbrooke 688 688 rue Sherbrooke Ouest, Montreal, QC, H3A 3R1, CA

DIY Savings and Investment Clinic

Brought to you by AMF & McGill School of Continuing Studies

This workshop is aimed at those who want to learn how to save money and how to invest their funds while being able to sleep well at night. We will examine the three basic types of investments and discuss what personal risk tolerance really means in choosing how to invest.  We will talk about the different types of tax advantaged accounts and how best to use them in meeting our financial objectives.  Participants will be provided with worksheets and shown how to analyze and readjust their investments as needed.  Tips and tricks on how to choose an investment firm, how to avoid excessive fees and how to protect oneself against misleading sales practices and fraud will be shared in a group setting.

This workshop is also available in French. Learn more here.

Date: December 4, 2012
Time: 16:00 – 18:00 pm
Location: 688 Sherbrooke Street West, Room to be confirmed
Workshop Fee: Free