Financial Skills for the Real World: Portfolio Balancing

Thursday, June 15, 2023 10:00to12:00
 Portfolio Balancing

Debating whether mutual funds, robo-advisors, or ETFs are best for you? What is the optimal portfolio balance given your age and risk tolerance? Should you invest only in Canadian securities or be globally diversified, and if so, what should be your percentage allocation to each? Join us for this "hands-on" webinar to find the answers to these questions and many more.

Note: To get started, please fill out this short questionnaire about your risk tolerance to help determine your portfolio balance: http://ow.ly/10EAxX

Learning Outcomes:
• Learn how to determine your risk tolerance and the theory behind selecting an appropriate portfolio balance.
• Familiarize yourself with the pros and cons of mutual funds, robo-advisors, and managing one's own ETF portfolio.
• Learn a step-by-step process of using free online tools that can help you determine when to rebalance investments.

IMPORTANT: Students must register with their official McGill email address in order for the registration to be valid.

No-Show Fee Alert: There are no fees associated with SKILLSETS webinars; however, registering for an online event is a commitment to attend. If you can no longer attend, make sure to cancel your registration. Otherwise, a $25 No-Show Fee will be charged to your McGill student account. Exceptions will only be made for students in the case of emergencies or “extenuating circumstances”. https://www.mcgill.ca/skillsets/policies

The SKILLSETS Financial Skills workshops offer general information intended for personal knowledge and skills development only and are not intended as legal, financial or other professional advice. A professional advisor should be consulted regarding your specific situation.


These educational workshops are facilitated by a SKILLSETS Skills Development Officer who does not hold any official certification as a financial advisor, accountant, realtor. While information presented is believed to be factual and current, it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect those of the SKILLSETS Skills Development Officer and are subject to change.

Register here!

Online Event Instructions

Zoom registration

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