Become (even more) self-sufficient by attending our events
Broaden your knowledge of direct brokerage and master the tools by attending one of our free events. Our experts are here to help you build your confidence.
Our topics:
- Brokerage accounts
- Taxation
- Tools
- Investment products
- Portfolio management
Upcoming events
ETHICAL INVESTING
Webinar
January 21, 2020 | 7pm - 8pm
Would you like to learn more about Ethical Investing? This webinar will help you better understand the difference between ESG (Environment, Social and Governance) and SRI (Socially Responsible Investing) and how they are applied and why the investment industry has embraced them. You will also discover how as a self-directed investor you can add investments into your portfolio that better reflect your values.
TAKE ADVANTAGE OF MARGIN ACCOUNTS
Webinar
January 29, 2020 | 7:00pm - 7:45pm
Would you like to find out how a margin account can be a quick source of financing to take immediate advantage of trading opportunities? During this webinar, we will explore the basics of buying on margin: how a margin account works, the interest rates, buying power and margin calls. You’ll then be able to see if buying on margin is a proper trading strategy for you!
STRATEGY BUILDER
Webinar
February 3, 2020 | 12:00pm - 12:30pm
Would you like to simplify your research and identify stocks that meet your selection criteria and learn how to create your own personalized investment strategy? During this webinar you will learn how to use Strategy Builder’s advanced filters to enhance your analysis.
