Breaking Down Investments w/ @TangerineBank

Breaking Down Investments w/ @TangerineBank

Last month I spoke on panel about investments with Tangerine Bank. Not ONLY was it super fun (watch the Facebook Live below) but I learned quite a bit about investing, RSPs, fees, and funds.

Over the past few years I’ve shared my millennial money woes and it’s not been easy, sometimes embarrassing (remember the show Maxed Out?), but facing the problem head on helped me find a solution. Once I set a goal to payback school debt by 30, I stuck to it and accomplished my goal. Now I’m getting into investing my money so I have some later. I dream about retirement life all the TIME.

Investing can be fun! Press play on the video to see for yourself!

WATCH THE VIDEO

 

We’re LIVE at BrainStation breaking down investments with Tangerine Investments Director David McGann, Personal Finance Expert & Blogger Barry Choi, Millennial Money Expert Jessica Moorhouse, Award-winning Content Creator Casie Stewart and Chef Matt Basile of Fidel Gastro’s.


Here’s a few key takeaways I think are really important, like how much money you need, when to start, and watching out for fees.

How much $ do you need to start investing?

NOT A LOT. The most important thing is getting into the habit of putting money away. Once you start to see it grow, you want it to grow more. I love putting money in my TFSA, good security to see that nest egg.

When is the best time to start?

NOW. In the panel I said ‘a year from now you’ll wish you started today‘, this also works for the gym and eating healthy. Not matter what age you are, start putting some $$$ away. Mum set up my first mutual fund in high school after getting my first job, but I took the money out for university. I can only imagine what it would be now if I kept it all this time! ?

What do I invest in?

The right path for someone else is probably not the ideal one for you. I started with my TFSA, putting some money away from each cheque, now I’m looking at what to invest in next. There’s lots of resources online like Barry’s blog [moneywehave.com], Jessica’s website [jessicamoorhouse.com/resources], or on Tangerine’s Forward Thinking blog.

What about fees?
I am not an expert on this but this year CRM2 comes into play from the Canadian Securities Commission meaning your bank or advisor has to be clear about what they are making in a dollar amount (from your investments) not just 2% or 4%. You can get lower fees taking a bit more of a do-it-yourself route (ex. with Tangerine index-based Investment Funds


If you want to learn more I reco chatting to a friend, someone you know who has money, or making friends with Tangerine. They are all about ‘Forward Banking’ and I loved working with their team on this. I’ve set up a new account and will be putting some money into new funds that I pick via the internet. I’m pretty stoked tbn. Here’s to a great 2017!

Disclaimer: This post and my participation in the panel was sponsored by Tangerine, all opinions expressed are strictly mine, ALL MINE! ?

2 Upcoming Speaking Things: Jan 19th & 25th – Get Tickets!

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If you missed my post over the weekend (here), I’m super excited about 2017 and the year is off to a great start!  Last week is LA was just what I needed to motivate and inspire. LET’S DO THIS.

I have two speaking gigs this month and both are FREE to attend. You can get a ticket on the links below.


January 19th – Breaking Down Investments @ Brainstation

January 19th I’m speaking on a panel with Tangerine Bank about investments. I’ve talked about my finances a few times of the years and this panel focusses on RSP and investment stuff for millennials. Tickets are free, there’s a Q&A, and you can enjoy refreshments with us at BrainStation. ?

Register for a Free Ticket 

tang


Jan 25th: Writers Recap CES + Smith Lowdown Focus + Ingress Nex Band

I’ll be joining a panel of journalists talking about wearable tech trends coming out of CES.  I’ve spoked at WWTO a few times and they get a HUGE crowd. There’s already 400+ people registered.Pizza Pizza and beer from Lake Wilcox Brewery will be served.  ?✌?

Register for a Free Ticket


Speaking | United Nations IWD 2016 & Planet 50-50

Speaking | United Nations IWD 2016 & Planet 50-50

This past weekend I was joined by mum and my sister for an event with the United Nations Association of Canada where I spoke on a panel for IWD 2016. Although International Women’s Day was on March 8th, we celebrated the economic, political, cultural, and social achievements of women in an afternoon at the Fairmont Royal York. Visiting the Royal York was always so iconic growing up and to be speaking there as a grown up felt pretty neat. Having my family there made it even more special. The first question I answered from the stage was about inspiration and I proudly shared things mum taught me and a quote from her.

[symple_testimonial by=”” fade_in=”false”]Just because you don’t have money, doesn’t mean you can’t compete, you just have to be more creative.

– Judith Stewart, my mum[/symple_testimonial]

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Speaking | International Women’s Day Panel at United Nations Toronto

united nations toronto, casie stewart

Excited to announce I’m speaking at the annual United Nations Association in Canada event for International Women’s Day. I’ve invited my mum, my favourite teacher from grade 8, and my sister will be there too. I’d love to see some more familiar faces! Bring your mum, your bff, your BF, or come solo and hang out with us.

The event is at the Fairmont Royal York Hotel on Saturday, March 19, 2016 from 12- 4:30 pm. 

My panel is about Women and Entrepreneurialism. The discussion will be led by other female entrepreneurs including Jacquila Rose, Melissa Macher, Morgan Toombs, and singer/songwriter Domanique Grant (who will also be performing).

About The Event: Step Up for Parity: The Global Pledge towards planet 50-50

The United Nations Association of Canada, Toronto region invites you to the annual International Women’s Day event. The event will feature a series of panel discussions that will focus on the significant contributions that women have made in the economic, political, cultural and social sectors.

The first panel will highlight non-profit organizations with key note speakers from North York Women’s Shelter, Plan Canada and White Ribbon, who will explain what they are doing to promote women’s rights.  The second panel will have a discussion on female leaders in the workforce, and the third panel will cover women and entrepreneurialism with a discussion led by entrepreneurs such as, Jacquila Rose, Melissa Macher and Casie Stewart.

Interview | The Noteworthys – BTS with a Blogger Extraordinaire

casiestewart, interview, casie stewart blogger, the noteworthys, top blogger

I was recently interviewed for thenoteworthys.co, a Canadian site you’ll find a carefully curated collection of unique, high-quality, often hand-made items by emerging designers. They love to take you behind the scenes (BTS) to learn about inspiration and workmanship behind designers they feature. They also like to feature people like ME.

Being ‘Noteworthy’ means following your passion in creating a life you love living. Now THAT is something I am totally down with! I can agree, being Noteworthy “ means taking a leap to of faith to follow your dreams.

casiestewart, the noteworthys, interview, canadian, blogger, top blogger

They asked, what does Noteworthy mean to me? Read the full interview here and see my top 5 picks from the store below.

casiestewart, the noteworthys, interview, canadian, blogger, top blogger

Top 5 Noteworthy Must-Haves 


1)  Crystal Crop Top. Looking good Misty Fox!

2)  Leather Envelope Clutch (Large). Perfect for a digital girl on the go!

3)  Robin Waxed Tan Jacket. Love this + matching shirt = A+

4)  Polka Dot French Bowtie. I need this! 

5)  Karoo Oxford Dress. Adorable!

 

Speaking | Get School’d Workshop on Saturday – Sign Up!

Speaking | Get School’d Workshop on Saturday – Sign Up!

On Saturday this weekend I’m hosting a lil’ workshop on building a brand online using social media. They’ve got a great series called Get School’d and last year I hosted one about Blogging. The Gladstone Hotel has made all the workshops free! Most of my talks are at conferences with tickets that are $$$ so this is a chance to come out and learn some stuff, ask questions without breaking the bank.

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@casiestewart