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Once you’ve conducted a thorough due diligence and have become informed about the potential investment, you can make an educated decision on whether to proceed with the final step – INVEST.

Just remember that your work doesn’t end here. It is important to review your investments periodically to determine if they are still suitable given any changes in your financial plans or personal situation (for example, do you have a new martial or employment status? Are you closer to your target retirement date?  Have you brought a new baby into your family?).  At the same time, you should ensure that any new investments are checked using the same thorough approach – Check, Protect, THEN Invest.

Do you want to learn more about investing, or brush up on your investing skills? Take a look at the resources on our website, such as:


We offer various educational courses to help increase your knowledge on investing. such as the ‘Basics of Investing’ online or through Mount Royal University in Calgary and Grant McEwan University in Edmonton.