Graham Westmacott CFA

Portfolio Manager

Susan Daley CFA

Associate Portfolio Manager
  • T519.880.0888
  • 1.877.517.0888
  • F519.880.9997
  • The Marsland Centre
  • 20 Erb St. W,
    Suite 506
  • Waterloo, Ontario N2L 1T2

What Stock Should I Buy?

You’ve heard you should be investing your money and that you’re potentially missing out on investment returns. The next question that comes to mind is often “what stock should I buy?”. Or maybe you’ve heard something about [insert Company Name here] and think “should I invest my money in that company?”. You can find out the answer to that in the video below.


For those that are getting serious about investing ,I cover all the questions you need to ask yourself before investing, such as do you have a plan to pay off your debts, and do you have an emergency fund? You’ll need to watch the video to get the full list.

In future videos I’ll go into more detail about all the steps related to the investment process. If you have any questions or topics you’d like me cover, let me know in the comments below.

By: Susan Daley | 0 comments

Introducing Your Money, Your Choices: a Video Series about all Things Personal Finance

Personal finance can be confusing. And with all the (sometimes contradicting) information out there, it can be hard to narrow it down to what’s important to you. While there are many strategies that can be useful for most people, I believe that everyone is different so the exact same strategy won’t work for everyone. That’s why I developed your money, your choices: to outline the options you have to make your money work best for you personally.

Whether you’re just starting out, or looking for a better way to manage your finances, your money, your choices will give you information on everything from spending and savings to financial planning, taxes, and investing. If there’s a topic or question you’d like me to cover, let me know in the comments.

Watch the video below to learn more about what this series is all about, and why I put it together.


Subscribe to the your money, your choices YouTube channel for new videos posted every other Wednesday.

By: Susan Daley | 0 comments