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ARTICLE · 08 FEBRUARY 2022

What You Didn't Know You Already Knew About Investing

Maybe it's the vocabulary: mutual funds, stocks, bonds, cleafs (ok, that last one is made up). Or maybe you're stuck on images of 1980s Wall Street bros with sweaty foreheads giving each other high fives.

CanadaStrategy

Written by Frankie Barnet

Maybe it's the vocabulary: mutual funds, stocks, bonds, cleafs (ok, that last one is made up). Or maybe you're stuck on images of 1980s Wall Street bros with sweaty foreheads giving each other high fives. But what if I told you that first-time investing isn't so different from going to law school? Because the truth is, no matter what connotations you've grown up with, the world of investing isn't some sterile place, devoid of human touch. And you can make the process more approachable by finding parallels with what you already know.

FIVE WAYS TO BRING WHAT YOU ALREADY KNOW TO YOUR FIRST INVESTMENT EXPERIENCE: 

1. FOCUS ON YOUR HOPES AND DREAMS

"Financial planning comes down to using your money in a way that aligns with your goals," says Manager of Financial Planning at Lawyers Financial Karen Sill, stressing that there is absolutely no one size fits all approach to investing. The first step any financial advisor will go over with

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