An orientation to Managing your Investment Portfolios

You can make it complicated – but at heart the key to managing your investments well are just three things: time, diversification, and self-regulation. And if you work with a Financial Planner, their support with all three will make this so very easy.

That’s it. You have done harder things. 

This 90 minute webinar includes a generous Q&A plus a couple of meaty take-homes references, and is for only up to six participants. This allows Heather to tailor it to your specific needs and interests. Read Investment Pie Time if you’d like a bit of an orientation beforehand.

It is all you need whether you aim to start engaging with your Investment Management professional with clarity and confidence, or to manage your own investment accounts through a DIY platform. 

Tuesday January 13 11h30 – 13h00 online $30 

Regististration is complete upon etransfer of $30 to Heather@HeatherMcLeodWealth.ca 

You will get confirmation and your zoom link within 24 hours of registering and again the morning of the webinar.