Webinar | Building Wealth Through Disciplined Investing

Successful investing is about more than selecting individual stocks or contributing to an RRSP—it requires a disciplined, long-term approach that aligns your investments with your financial goals. This educational session is designed to help engineers and geoscientists better understand the principles of successful investing and how they can build, manage, and preserve wealth throughout their careers.

We'll explore the foundations of sound portfolio construction, including asset allocation, risk management, diversification, tax-efficient investing, and the role of registered accounts within a broader financial plan. We'll also discuss common behavioural mistakes that can hinder long-term investment success and provide practical strategies for navigating changing market conditions with confidence.

Whether you're just beginning your investment journey or preparing for retirement, this session will provide practical insights to help you make more informed financial decisions and build a portfolio that supports your long-term objectives. There will also be ample opportunity for questions and discussion throughout the presentation.

Learning objectives

By the end of this session, participants will be able to:

• understand the principles of long-term investing and wealth creation
• recognize the importance of asset allocation, diversification, and risk management in building resilient portfolios
• understand how investment portfolios should be aligned with an individual's financial goals, liquidity needs, risk tolerance, and investment time horizon
• evaluate the role of registered accounts, including TFSAs and RRSPs, and understand how tax-efficient investing can enhance long-term wealth creation
• identify common behavioural biases and investment mistakes that can negatively impact long-term investment outcomes
• apply practical strategies to make more informed investment decisions and build long-term financial confidence

Wyatt Lynds is an associate portfolio manager at Qube Investment Management, where he works with institutional and individual clients to develop long-term investment strategies tailored to their financial goals.

With a background in fundamental equity research and portfolio management, Wyatt specializes in analyzing businesses, assessing competitive advantages, evaluating management teams, and determining intrinsic value through rigorous financial analysis. His research-driven approach supports the prudent, long-term investment decisions made for Qube clients.