Event

The Financial Wellness Series - Introduction to Self-Investing

Tuesday, August 24, 2021 12:00to13:30
 

Join McGill University Alumni, Shoeb Hosain and Wajih Atallah for an introduction to self-investing.

Their workshop will focus on:

  • Understanding the Basics of various self-directed Investment accounts (ie RRSP, TFSA, RPP, Non-registered)
    • Basics of compounding returns
    • What to look for when opening an account
  • Basics of Taxation in Canada (Capital Gains vs Dividends vs Interest, as well as Federal and Provincial tax brackets, and how to understand the key differences)
  • How to analyze stocks/ETFs using public tools like Yahoo Finance.
    • How to choose suitable investments (focus on suitable Stocks/ETFs) for your risk tolerance
  • Investment timing (buying/selling strategies)
  • Monitoring your portfolio and reducing your Risk (ie Foreign Currency Risk)

To Register:
1. Click here to access Minerva.
2. In the Employee Menu, click on Training Menu, select Health and Well-being Program, and follow the instructions to register.

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