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Your investment plan

Now you’re ready to put it all together. Many people will want to develop their personal investment strategy with the help of one or more qualified professional advisors. But you can get started by completing the Worksheet for your financial plan pdf, giving careful thought to:  

  • Your knowledge of financial markets and products
  • Your financial assets and your risk tolerance glossary icon  
  • The amount of money you plan to invest 
  • The things you hope to accomplish through investing, your financial goals 

With these things in mind, you will be able to begin the process of selecting the right investment products and the right mix of assets to help you meet your financial goals.

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Recognize the limits of your investment knowledge

Before investing your hard-earned money, you should assess your own investment knowledge and experience. Be honest with yourself and with your advisors. Overestimating your investment knowledge will make it far more difficult for your advisors to help you.

Avoid investment products or investment strategies you don't fully understand. If you have questions about an investment recommendation be sure to have them answered before you make your decision. And, make sure you understand the answer. Our glossary can help you make sense of some common investment terminology.

If you would like to improve your investment knowledge, many courses and booklets are available for everyone from novices to experts. Contact the BC Securities Commission or your local securities regulator for objective investment information.