[vc_row css=”.vc_custom_1614372908512{margin-top: 45px !important;margin-bottom: 90px !important;}”][vc_column width=”1/4″][vc_custom_heading text=”Planning on becoming an investor” font_container=”tag:h1|font_size:40|text_align:left” use_theme_fonts=”yes”][/vc_column][vc_column width=”2/3″ offset=”vc_col-lg-offset-1 vc_col-md-offset-1″][vc_column_text]When planning on becoming an investor, there are many things you need to consider, including:[/vc_column_text][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]
- Where you are in your life, or life stage
- Expected and unexpected life events
- Investment time horizon (long- versus short-term)
- Risk tolerance
- Investment/ financial knowledge
- Financial goals and expectations
- Budget and financial plan that’s appropriate for you
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- How to research investments and check registration
- Whether to use the services of a financial adviser
- The importance of reviewing and adjusting your investments
- How to identify potentially fraudulent investments
- Where you’re getting your information from and if it’s credible. (Meme stocks are a great example).
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_column_text]Now is the time to lay the right foundation of financial knowledge and to develop a financial plan that meets your goals at every stage of your life.[/vc_column_text][/vc_column][/vc_row][vc_row css=”.vc_custom_1614372164918{margin-top: 45px !important;margin-bottom: 45px !important;}”][vc_column width=”5/12″][vc_single_image image=”5354″ img_size=”364×364″ style=”vc_box_circle_2″][/vc_column][vc_column width=”7/12″][vc_custom_heading text=”Life stages” font_container=”tag:h2|text_align:left|color:%23424242″ use_theme_fonts=”yes”][vc_column_text]Where you are in your life is a key factor in choosing the proper investments that are right for you. Understanding what stage (or stages – we don’t all fit neatly in any one description) you are at can help you sort through priorities and understand the amount of risk you are willing to take on.[/vc_column_text][vc_btn title=”Learn about your life stage” style=”custom” custom_background=”#2a3845″ custom_text=”#ffffff” shape=”round” link=”url:https%3A%2F%2Fcheckfirst.ca%2Fplanning-investments%2Flife-stages%2F|title:Life%20stages”][/vc_column][/vc_row][vc_row][vc_column width=”7/12″][vc_custom_heading text=”Understanding yourself” font_container=”tag:h2|text_align:left|color:%23424242″ use_theme_fonts=”yes”][vc_column_text]There are many options that put your money to work for you here in Alberta. The best way to narrow them down, and zero in on other choices you’ll have to make on an investment journey, is to understand what is important to you.[/vc_column_text][vc_btn title=”Understand yourself” style=”custom” custom_background=”#2a3845″ custom_text=”#ffffff” shape=”round” link=”url:https%3A%2F%2Fcheckfirst.ca%2Fplanning-investments%2Funderstanding-yourself%2F|title:Life%20stages”][/vc_column][vc_column width=”5/12″][vc_single_image image=”5351″ img_size=”364 x 364″ style=”vc_box_circle_2″][/vc_column][/vc_row][vc_row css=”.vc_custom_1614372164918{margin-top: 45px !important;margin-bottom: 45px !important;}”][vc_column width=”5/12″][vc_single_image image=”5352″ img_size=”364 x 364″ style=”vc_box_circle_2″][/vc_column][vc_column width=”7/12″][vc_custom_heading text=”Researching investments and your adviser” font_container=”tag:h2|text_align:left|color:%23424242″ use_theme_fonts=”yes”][vc_column_text]The name of this website gives you a big clue as to what we encourage you to do before investing your money – check first. Research is the key when choosing the right investment for you and avoiding investment fraud.[/vc_column_text][vc_btn title=”Check before you invest” style=”custom” custom_background=”#2a3845″ custom_text=”#ffffff” shape=”round” link=”url:https%3A%2F%2Fcheckfirst.ca%2Fplanning-investments%2Fresearching-investments-and-your-advisor%2F|title:Life%20stages”][/vc_column][/vc_row]
