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Investing 101:<br/>A Beginner's Guide to Investing

Investing 101:
A Beginner's Guide to Investing

Whether you are in college, close to retirement or somewhere in between, this course will help you understand the basics of investing and give you real tools that you can start using today to build a better financial tomorrow.

Course Description

Start on the path to financial success by first learning the basics. In this course you will learn the key principles to building and growing your wealth using practical examples and actual stories from real investors. These tips apply to all levels of knowledge, whether you’re new investor, a seasoned investor that wants to sharpen your skills or you’re just looking for a refresher on the basics of investing.

Our Investing 101 Video Series includes 5 short educational videos on investing basics as well as 5 accompanying e-workbook downloads with in-depth training, strategies and education!

Each lesson builds on the last to give you the clarity needed to understand investments. You can learn at your own pace, when you want, wherever you want and most importantly – you’ll get to practice what you learn and apply it to your everyday life.

Meet Your Instructor

Jon Williams, CIM, CFP
Portfolio Manager, Course Instructor

Thank you for your interest in our Investing 101 Video series! I have taken my 20+ years of experience in the investment industry, combined with thousands of hours of educational courses and condensed it down to this series of short videos. Throughout the modules, you will discover 5 key fundamental investing principles. Over time, if you follow these principles, you have the potential to accumulate enough wealth to be independently wealthy. I hope you enjoy the series!

How You Will Benefit

  • Gain a comprehensive understanding of the principles of investing
  • Learn the power of Compound Interest and how you can use it to your advantage
  • Understand how stocks and the stock market works
  • Understand the difference between investing on your own and using an expert to manage your investments
  • Become more confident in your understanding of investing principles
  • Learn hands-on techniques that you can use in your life to build your wealth

Step 1

Watch each video module

Step 2

Download and complete the accompanying workbook

Step 3

Apply the principles you learned to begin building your wealth

Module 1:
Paying Yourself First

In this module you will learn the first key lesson in wealth building.

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Module 2:
Assets Vs Liabilities

Learn what are real assets and liabilities and help you calculate your own.

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Module 3:
Compounding Interest

Learn about compound interest and it can make your money growing at an ever-accelerating rate.

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Module 4:
Buying Good Companies

Explore what a stock is, how the stock market works and what type of companies may be good to invest in.

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Module 5:
Portfolio Manager Advantage

Why you should consider delegating your investments to an expert, what is a portfolio manager and how you can choose an expert you can trust.

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Thank you for your time and interest in our Investing 101 Course!

If you have any questions at all about the course and investing, please feel free to reach out to us by filling out the form below and one of our team members will be happy to reach out to you to answer any questions you may have!

Testimonials
Our Client Testimonials

Ornela Strefi

Passion, knowledge and genuine interest in achieving the best for their client is what makes a truly professional Financial Advisor. Thank you to Jon and his team for their dedication to their clients, we would recommend them to anyone wanting to achieve better financial outcome.

Ron Coristine

Jon and Daniel and their staff are true professionals in how they conduct themselves, their business and their relationships with clientele.  My wife and I had been dealing with banks for decades as we saved into our RSPs.  We noticed there was very little sustained upward movement in our investments despite hefty fees and even less advice coming from the bank.  After a search of several firms and meeting with other advisors we arrived at an initial meeting with Jon and Daniel.  These guys are diamonds.  Visit them once.  You will be quite relieved to find what you are looking for: attention to your situation;  a plan that protects your money; access to funds and investments beyond what a bank can offer; good old fashioned and amazing customer service;  the peace of mind other firms advertise but WFG delivers.

Erin Mitchell

Jon and his team have been instrumental in supporting both my personal and professional financial objectives. I value Jon’s advice and can approach him with any manner of financial goals and challenges. The team at Williams Financial Group are both proactive and responsive. It is a pleasure to work with this team!

Sil Oliveira

Jon Williams and his team helped me to understand my financial situation and come up with a plan that suits my needs during a difficult life transition. I am very pleased with the outcome and I know Jon will always guide me towards what is best for me and my family when the subject is our savings and investments. 100% recommend Williams Financial Group!

Let's Keep in Touch!

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 This publication contains opinions of the writer and may not reflect opinions of the Advisor and Manulife Wealth Inc. (collectively, "Manulife Wealth"). The information contained herein was obtained from sources believed to be reliable. No representation, or warranty, express or implied, is made by the writer, Manulife Wealth or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal, financial, tax or investment advice. As each situation is different, you should consult your own professional advisors for advice based on your specific circumstances. The Advisor and Manulife Wealth Inc. and/or Manulife Wealth Insurance Services Inc. ("Manulife Wealth") do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of the advisor or Manulife Wealth. The information in this communication is subject to change without notice.