Welcome to Master Classes
Master Classes are live, interactive, online presentations that teach investing theories and concepts and demonstrate investing tools.
During each session, our Instructors share their screen, break down important concepts and answer your questions.
You're in the driver's seat. So grab your coffee, sit back, and get ready to take greater control over your investments!
Register for a Learning Series !!
New Investor 101 | Getting Started
New Investor 101 introduces key concepts and considerations when starting out as a new investor. This learning series explains how to identify and evaluate investment goals, assess risk, and form a simple plan to help reach your goals. This series also reviews the tools that can help you determine which type of investor you want to be.
Class titles: Considerations for Getting Started, Identifying and Managing Investment Goals, Creating an Investment Plan
New Investor 201 | Understanding the Financial Markets
New Investor 201 reviews aspects of investment markets and exchanges such as primary and secondary and U.S. and Canadian. Also discussed are regulations and protections along with key market indices and averages to monitor and evaluate the overall market.
Class titles: Overview of the Financial Markets, Characteristics of Investment Types, Investing Economics
New Investor 301 | Tax Special
In this special edition of New Investor 301 we talk about the important dates this tax season and what tax documents to expect for your investment accounts. We also look in-depth at the features and benefits of the Retirement Savings Plans RSP, Retirement Income Funds RIF and Tax-Free Savings Accounts TFSA and how you can use them to achieve your investment goals.
Class titles: Tax Considerations, RSP vs. TFSA, Registered Income Fund RIF_1594564298993