Financial Skills for the Real World Series: Portfolio Balancing


Burnside Hall 805 rue Sherbrooke Ouest, Montreal, QC, H3A 0B9, CA

Debating whether mutual funds, robo-traders, 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? Which questions should you ask a potential financial advisor and which services should you request in order to maximize your returns? Join us for this "hands-on" workshop to find the answers to these and many more.

Note: To get started, please fill out this short questionnaire about your risk tolerance to help determine your portfolio balance:

Register here >>

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-traders, and managing one's own ETF portfolio.
  • Learn a step-by-step process of using free online tools that can help determine when to rebalance investments.

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