START HERE · 10-STEP COURSE
Investing 101
A fixed, beginner-friendly path through investing in Canada. Finish one lesson, then continue to the next. Lessons still in production remain visible in their proper place instead of being skipped.
01Before You InvestCheck emergency savings, expensive debt, goals, time, and risk first.Coming next
02Time, Compounding, and BehaviourLearn the basics of long-term investing, compounding, behaviour, and DCA.Coming next
03Which Account Should You Open First?Compare TFSA, FHSA, RRSP, RESP, RDSP, and non-registered accounts by goal.Coming next
04Choose a Canadian Investing PlatformCompare robo-advisers, online brokerages, bank brokerages, and advisers.Coming next
05Choose a Diversified ETF PortfolioUnderstand index ETFs, asset allocation, and the Canadian Couch Potato method.Coming next
06Make Your First ETF PurchaseWalk through funding, tickers, bid and ask, order types, and records.Coming next
07Automate Contributions and DCABuild and automate a regular contribution plan you can sustain.Coming next
08Fees, Taxes, and RecordsLearn what to track across MERs, trading, FX costs, and tax records.Coming next
09When Markets FallPrepare a plan for market declines of 20%, 30%, or 50%.Coming next
10Scam Checks and Your Annual ReviewFinish with registration checks, scam signals, rebalancing, and an annual checklist.Coming next