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Photo of an investor watching a webinar about direct brokerage on her computer
Photo of an investor watching a webinar about direct brokerage on her computer

Become (even more) self-sufficient by attending our events

Broaden your knowledge of direct brokerage and master the tools by attending one of our free events. Our experts are here to help you build your confidence.

Our topics:

  • Brokerage accounts
  • Taxation
  • Tools
  • Investment products
  • Portfolio management

Upcoming events

  • Webinar

Getting Started with Self-Directed Investing: Your Questions Answered

Getting started with self-directed investing often raises many questions. 

 

In this webinar, we'll answer your questions. Before the event, send us the topics you'd like to learn more about so our specialists can address them during the presentation.

 

September 17, 2026 | 12:00 - 1:00 p.m. EDT

Register
  • Webinar

Beyond Borders: Why Global Diversification Matters

Join Adam Dickson from Fidelity Investments Canada as he explores why looking beyond Canada can be an important part of building more resilient portfolios.

 

September 24, 2026 |12:00 - 12:45 p.m. EDT

Register
  • Webinar

Using exchange-traded funds to diversify your portfolio

In this webinar, you will discover the different types of ETFs, their benefits and how to use our screening tools to find the ETFs that best meet your criteria.

 

October 7, 2026 | 12:00 – 12:30 pm. EDT

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