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Investing can feel overwhelming for beginners, yet building long‑term financial security is more achievable than many realize. By breaking down core concepts and offering clear, practical guidance, this webcast underscored the importance of equipping new investors with the confidence and tools needed to navigate of their financial futures.

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On Wednesday, March 11th, The Globe and Mail hosted a conversation on foundational investing, bringing together financial experts who outlined practical strategies to help new investors get started. They emphasized that the most important step is simply taking action—small, consistent contributions can build significant long‑term value through the power of compounding.

Panelists underscored the importance of defining financial goals, understanding individual risk tolerance and building diversified portfolios with low‑cost products such as index funds and ETFs. They also offered guidance on using tax‑efficient accounts, automating contributions and maintaining discipline during periods of market volatility. Attendees left with a grounded sense of confidence and a clearer understanding of the practical steps required to begin investing with purpose.

Speakers:

  • Hiren Amin, Host, Trading Insights, TD Direct Investing
  • Benjamin Felix, Chief Investment Officer, Portfolio Manager, PWL Capital
  • Shannon Lee Simmons, Financial Planner & Founder of The New School of Finance
  • Meera Raman, Retirement & Financial Planning Reporter, The Globe and Mail

The Globe and Mail presented the event with sponsor support from TD Bank. To learn about upcoming Globe and Mail events visit www.globeandmail.com/events.

Event summary produced by The Globe and Mail Events team. The Globe’s editorial department was not involved.

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