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Event
Financial Skills for the Real World: Portfolio Balancing (Webinar)
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听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.
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Note:听To get started, please fill out this short questionnaire about your risk tolerance to help determine your portfolio balance:
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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 determine when to rebalance investments.
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