Direct investing journey
Step 1: Plan
The first step to direct investing is to plan your investment strategy.
Here are resources available to help you build your financial plan.
For a better retirement plan, start planning now
What do you see yourself doing once you’re no longer tied to a work schedule?
Create the right investment plan
Learn how you can create your own investment plan that’s right for you.
Unless otherwise expressly stated by Scotia iTRADE®, seminars, webinars and other educational tools and resources (collectively, "Content") are provided by independent third parties that are not affiliated with Scotia Capital Inc. or any of its affiliates. Scotia Capital Inc. and its affiliates neither endorse or approve nor are liable for any third party, third party products or services, third party Content, or investment loss arising from any use of the Content, including third party Content. Content is for general information and educational purposes only, is not intended to provide personal investment advice and does not take into account the specific objectives, personal, financial, legal or tax situation, or particular needs of any specific person. No information contained in the Content constitutes a recommendation by Scotia Capital Inc. to buy, hold or sell any security, financial product or instrument discussed therein. The information contained in the Content neither is nor should be construed as an offer or a solicitation of an offer by Scotia Capital Inc. to buy or sell securities. Scotia iTRADE does not make any determination of your general investment needs and objectives, or provide advice or recommendations regarding the purchase or sale of any security, financial, legal, tax or accounting advice, or advice regarding the suitability or profitability of any particular investment or investment strategy. You will not solicit any such advice from Scotia iTRADE and in making investment decisions you will consult with and rely upon your own advisors and not Scotia iTRADE and will seek your own professional advice regarding the appropriateness of implementing strategies before taking action. Scotia iTRADE does not provide investment advice or recommendations and you are fully responsible for your own investment decisions and any profits or losses that may result. Any information, data, opinions, views, advice, recommendations or other content provided by any third party are solely those of such third party and not of Scotia Capital Inc. or its affiliates, and Scotia Capital Inc. accepts no liability in respect thereof. No endorsement or approval by Scotia Capital Inc. or any of its affiliates of any third party product, service, website or information is expressed or implied by any information or material contained in or referred to in the Content, on the Scotia iTRADE website or in any other Scotia iTRADE communication. Scotia iTRADE is a division of Scotia Capital Inc.