413 How to Become a Self-Directed Investor in Canada - Business Development Manager at National Bank Direct Brokerage, An Le

I became a fully self-directed investor in 2021 and no exaggeration, it was one of the best financial decisions I've ever made! Up until then, I'd used an advisor, then switched to a robo-advisor. But then I came to a point where I wanted more control over my investments, not to mention wanting to save more money on fees. Even though the transition from leaving my robo-advisor to going self-directed through a discount brokerage was fairly seamless, making the switch was still intimidating and I know that's been a common sentiment from students in my Wealth Building Blueprint for Canadians course as well.That's why I wanted to invite An Le, Business Development Manager at National Bank Direct Brokerage, on the podcast to discuss all the ins and outs of becoming a self-directed investor from setting up your account, developing an investment strategy, and placing your first trade. This is an essential listen to anyone who wants to start investing on their own but isn't sure what steps to take.This episode of the More Money Podcast is made in collaboration with National Bank Direct Brokerage, the first broker from a Canadian bank to offer online trading of stocks and ETFs for zero commissions. To learn more and open an account, visit nbdb.ca.Follow me:Instagram @jessicaimoorhouseThreads @jessicaimoorhouseTikTok @jessicaimoorhouseFacebook @jessicaimoorhouseYouTube @jessicamoorhouseLinkedIn - Jessica MoorhouseFor full episode show notes and transcript visit jessicamoorhouse.com/413 Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Want to do more with your money? Then welcome to the More Money Podcast! Canadian money expert, speaker, Accredited Financial Counsellor Canada®, author and podcast host Jessica Moorhouse is here to guide you on your personal finance journey and share the stories, expertise, and wisdom from top money and business experts, entrepreneurs, authors, and content creators to help simplify and demystify the "complex" world of money. On top of learning practical tools you can use in your financial life, she'll also explore topics like money and happiness, the behaviours and systems holding you back, and most importantly, no matter where you're starting from or how much (or little) you have in your bank account, money isn't everything and you are more than your money.New episodes air every Wednesday. For podcast episode show notes, visit jessicamoorhouse.com/podcast. To enquire about being a guest on a future episode, visit jessicamoorhouse.com/podcastsubmissions. Hosted on Acast. See acast.com/privacy for more information.