Investing 101 (Fort McMurray Pride)

Join us for an insightful event on Investing Fundamentals, where we’ll explore the core principles of smart investing and help you build confidence in your financial future. Whether you’re new to investing or looking to refine your strategy, this session is for you.

We’ll discuss:

• Why Save and Invest? Discover how cultivating good saving and investing habits can help you reach your financial goals sooner and more efficiently, whether they’re short-term dreams or long-term aspirations like retirement or a child’s education.
• Understanding Risk and Volatility: Learn about risk tolerance and how much short-term market ups and downs you’re comfortable with. We’ll also cover how diversification can help manage volatility and protect your portfolio.
• Stocks, Bonds, or Cash? We’ll demystify asset allocation—how to divide your portfolio among different investment types to achieve your financial goals and navigate market fluctuations.
• The Power of Compounding: See how time can be your greatest asset as we explain the magic of compound returns and why starting early can make a significant difference in your wealth accumulation.
• Smart Investing Strategies: We’ll touch on concepts like dollar-cost averaging, a disciplined approach to regular contributions that helps average out investment costs over time, and rebalancing your portfolio to maintain your desired risk and return profile.

We’re eager to answer your questions and provide insights tailored to your interests. Please submit any questions you have about investing via our Google Form and we would be happy to answer them via our presentation.

Let’s build a brighter financial future, together.