Making informed investment choices – Asking the right questions
The last time you shopped for a major appliance, how many stores did you visit? How much time did you spend researching to find the model that best fits your needs and had the best quality-price ratio? Were you as thorough the last time you invested? When it's time to invest, many people rush through and don’t ask many questions. Yet, it’s your hard-earned money. This webinar will provide you with tips for making informed investments and avoiding fraud.
What kind of investor are you? Do you understand the type of investment you want to make? Are you familiar with the firm or advisor you are dealing with? Would you recognize signs of fraud? This webinar will help you determine what you should know before investing, identify the kind of financial advisor who will be able to help you and select the investments that are right for you based on risk and return. The webinar will also help you identify and avoid fraud attempts by asking five questions.
No one is immune to stock market turbulence and fraud, but you can take precautions by making informed investment choices and avoid fraud.
This webinar is also available in French. Learn more here.
Date: February 7, 2013
Time: 12:00 pm - 1:00 pm
Interactive 60-minute presentation
Ask the right questions to learn how to:
- Understand what kind of investor your are
- Understand your investments
- Know your financial advisor
- Identify and avoid financial fraud
The presentation addresses the following points:
Introduction of the presenter, learning objectives and the webinar program.
The AMF at a glance
Mission and services
Making informed investment choices
Stages before investing: understand what kind of investor you are, understand the investments, and know the advisors you deal with.
- Potential victims, classic fraud and case studies
- Signs of an attempt at fraud
- Tips and five questions to ask to avoid fraud
- What to do in the event of attempted fraud
Review of the most important points for informed investing and avoiding fraud.
Michel Gariépy, MBA has a degree in economics and business administration. He began his career at the Institute of Canadian Bankers, where he oversaw several training programs in areas such as financial planning and compliance. He has worked at the AMF for seven years as an Analyst in financial education, where his functions include developing educational material for consumers of financial products and services. As a member of the AMF’s mobile team, Michel gives talks to raise consumer awareness on asking the right questions to prevent fraud.