3. Invest

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.

Learning more about investing.

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 marital or employment status? Are you closer to retirement?  Have you brought a new baby into your family?). Don’t forget that any new investments should be 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 ‘Investing 101’ through Mount Royal University in Calgary and Metro Continuing Education in Edmonton.

In-Class Courses

Case Study

June invested with a company and her investment seemed to be doing OK. Through this company, June was introduced to an investment opportunity from another company and she recognized some of their representatives from her church. Before investing in the opportunity, she reviewed company materials but did not check into the backgrounds of the company representatives because of their affiliation with her church and her original investment. Watch June’s testimonial to learn more about how she was exposed to affinity fraud.