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The basic principles of investing

Like many savers, you’re probably looking for the best investment for your money. Confused by the all the options? It’s normal. Here are four things to consider before choosing an investment based on your situation and goals:

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1. Risk tolerance

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1. Risk tolerance

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1. Risk tolerance

 

1. Risk tolerance

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Icon of a plant growing with dollars

 

2. Potential return

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2. Potential return

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2. Potential return

 

2. Potential return

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3. Time horizon

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3. Time horizon

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3. Time horizon

 

3. Time horizon

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4. Income tax

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4. Income tax

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4. Income tax

 

4. Income tax

Whether you’re a beginner or more advanced, read our investment advice.

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Our advice for getting started with investing

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Meet a financial planner

Your financial needs change at each stage of life. Good financial planning can help you break things down by cost and decide which tools you need now to prepare for the future.

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Have you drawn up your balance sheet?

Do you have an inventory of your assets (what you own), e.g. home, car, investments, etc., and your liabilities (what you owe), e.g. loans, credit card balances, etc.? Create your balance sheet with our tool and be prepared. 

Draw up a balance sheet

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Tip 

Saving starts with planning! With the MyIdea tool, you can assess your investment strategy to achieve your goals.

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Legal disclaimers

The contents of this website must not be interpreted, considered or used as if it were financial, legal, fiscal, or other advice. National Bank and its partners in contents will not be liable for any damages that you may incur from such use.

We wish to inform you that the information presented on this website, whether financial, fiscal or regulatory, may not be valid outside the province of Quebec.

Those events, articles and videos are provided by National Bank, its subsidiaries and group entities for information purposes only, and creates no legal or contractual obligation for National Bank, its subsidiaries and group entities. The details of this service offering and the conditions herein are subject to change.

The hyperlinks in those events, articles and videos may redirect to external websites not administered by National Bank. The Bank cannot be held liable for the content of external websites or any damages caused by their use.

Views expressed in those events, articles and videos are those of the person being interviewed. They do not necessarily reflect the opinions of National Bank or its subsidiaries.

For financial or business advice, please consult your National Bank advisor, financial planner or an industry professional (e.g., accountant, tax specialist or lawyer).

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