Financial Literacy Stocks: The Nuts and Bolts
Déar 14 Beal
|Via Zoom
Are stocks working effectively in your investment portfolio? Stocks can be powerful drivers of long-term growth — but with opportunity comes volatility. Understanding the different types of stocks, how they fit within your overall portfolio, and the tax implications involved is essential to making
Time & Location
14 Beal 2026, 12:00 – 13:00
Via Zoom
About the event
Join us for an insightful session, Financial Literacy – Stocks: The Nuts and Bolts, where we’ll explore how stocks function within a diversified portfolio and what you need to know to manage them effectively. From small-cap to large-cap, value to growth, dividends to capital gains, this session will provide clarity on how stocks can support your financial goals.
Facilitated by Katrina M. Cheng, Financial Advisor, this interactive workshop will help you better understand stock investing, avoid common missteps, and evaluate whether active or passive strategies are right for you.
With a clearer understanding of how stocks work, you’ll be better equipped to build a portfolio aligned with your objectives — and invest with confidence and intention.
A calendar invite will be sent to your email. If you plan to attend, please accept the invitation. For any questions or additional requests, contact Sandra at sandra@isc-group.ca or click on the below button.