Demystifying robo-advisors: A beginner’s guide to investing

Are you curious about investing but not sure where to start? This workshop will introduce you to robo-advisors – online tools that make investing easy, even if you're just starting out or don’t have a lot to invest. We’ll walk you through how robo-advisors determine your risk profile and build your portfolio, advantages and disadvantages of investing through these online platforms, and the different robo-advisors operating in Canada.

You'll also learn about key investing terms like asset allocation, stocks, bonds, ETFs, and Tax-Free Savings Accounts (TFSAs), giving you the confidence to manage your investments. Whether you’re just starting your investment journey or looking for an easy way to grow your money, this workshop is for you!

Facilitator: Sam Oubadia, CFA, MBA, Lecturer - Department of Finance, JMSB