Leadership Café: Building an Investment Portfolio

Investing without a plan can lead to serious risk of loss, something a wise investor likes to avoid. Building a solid investment portfolio can help keep your money safe, so you can watch it grow for years to come.

The Canadian Foundation for Economic Education (CFEE) has partnered with the University of Waterloo to offer a virtual workshop designed to help improve the financial education and capability of university and college students. Join us to learn about tax efficient investing, strategies to manage your overall investment risk, and methods to evaluate and understand stock purchasing decisions.

We will cover the basics of diversification and managing investment risk. You will learn about:

• methods to decrease or even eliminate the tax burden offered by your investments;
• different strategies to manage investment risk and build a more stable asset portfolio; and
• methodologies to review and evaluate stocks, which can be a driving force behind a balanced portfolio.

“The best offence is a good defense”—by building a balanced portfolio, you can reduce your risk of loss, putting your money to work for you.

Connect with your peers and explore this topic at a Leadership Café hosted by the Student Success Office. This free program is open to all students, and invites you to engage in an open conversation about various topics related to leadership. 

Register in Portal to attend. This event will be hosted online in Zoom.

Please note: Participation in the Leadership Café does not count towards the requirements for the Student Leadership Program.