On March 17, 2015, Microsoft announced that Microsoft Edge would replace Internet Explorer as the default browser on its Windows 10 devices. The BCSC InvestRight website does not support Internet Explorer. We recommend using a contemporary browser with a large market share for the best experience.

Your Financial Goals

Defining your financial goals is the first step to creating an investment strategy that works for you. Whatever your situation, take a few minutes to sit down and think about where you are now financially, and where you want to be in the future.

Here are Some Questions to Consider

  • What are you saving for?
  • What are your income and expenses today?
  • What do you know about investing?
  • Do you have any big expenses or major purchases coming up in the future?
  • Do you have a retirement savings plan or a registered pension plan?
  • Do you have any dependents? How will their needs change over time?
  • Do you have any important income tax considerations?

A good registered investment advisor will discuss these and many more questions with you. They will want to ensure they have a clear understanding of your financial situation and your investment goals.

Take a look at our Know Your Advisor section to find out more about working with a registered investment advisor.