Investment Basics Workshop

Investment Basics Workshop

WP Pensions + Benefits and Life Benefit Solutions Inc. are partnering to offer an Investment Basics Virtual Workshop designed to help improve financial literacy. The goal of this workshop is to de-mystify investing and to help you better understand the benefits of various investment options.

The workshop will take place on June 25, 2024. There are 2 time slots to pick from: 2:00 PM ET and 7:30 PM ET

Coming out of this workshop you will have learned foundational skills to allow you to invest with confidence, such as understanding why it’s important to invest for your future, what basic investment asset classes exist, and the various account options there are for investing.

Investing is not a get-rich-quick scheme – it’s a way of putting your money to work for you! This module is designed to equip you with the tools and knowledge to invest effectively and with confidence for your future.  

Some of the concepts that will be covered include:

  • Investing in Canada
  • Key investment terms
  • Responsibilities in the investment process
  • Investment fees
  • Investment options

How much risk should you take when investing at different phases of your life? Points to consider include:

  • Your age   
  • How long you plan to invest   
  • What sort of goals you’re trying to achieve with your money   
  • How much money you’re investing and the size of your portfolio   
  • The diversity of your portfolio   
  • Your personal comfort level/attitude towards risk   

Attending this free online workshop is easy. Simply click on the time you prefer to register through zoom. 

June 25, 2024
2:00 PM ET
7:30 PM ET

If you have any questions, please contact us at We look forward to seeing you!