Raising Money-wise Kids!

Video Series

April 21, 2021

Opening up a young investor’s first account is one of my favourite things to do and I have had the privilege of being able to open up quite a few accounts for clients’ kids over the last year.  Thought you might find it beneficial to understand my thought process and philosophy in helping guide “new investors” towards strong financial habits.  So important to try and build a healthy relationship with money and the earlier you can find that balance between spending, saving, investing and giving, the better you will be.  I believe you will also find it interesting to see whether my advice actually stuck with my own kids, nephews and niece! 

This video is provided for educational purposes only. It should not be considered personal investment advice or solicitation to buy or sell any securities. It may include information concerning financial markets as at particular point in time and is subject to change without notice. Every effort has been made to compile it from reliable sources, however, no warranty can be made as to its accuracy or completeness. Investors need to seek appropriate professional advice before making any financial decisions. The views expressed here are those of the authors and writers only and not necessarily those of Worldsource Securities Inc., its employees or affiliates. There may also be projections or other “forward-looking statements.” There is significant risk that forward looking statements will not prove to be accurate and actual results, performance or achievements could differ materially from any future results, performance or achievements that may be expressed or implied by such forward-looking statements and you will not unduly rely on such forward-looking statements. Before acting on any of the information provided, please contact your advisor for individual financial advice based on your personal circumstances. Worldsource Securities Inc., is the sponsoring investment dealer and the member of Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. 

  1. Sat Gill says:

    Great video! Enjoyed the spectrum of not just what money is but what it can do to help yourself and others. Also reminded my wife and I why we chose Jeremy in the first place all those years ago, not just what he can do – but the amazing person he is.

  2. Ryan says:

    Wow!! That was awesome. So great to see each of the personalities of the young adults…they are so awesome. Well done Jeremy!

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