Making Investments

Component: Investing Money | Grade Level: Grade 9-10

Learning Targets:

Targets for knowledge, skills, and behaviours below are possible targets. It is not expected that all will be covered by a single Teaching Unit. Teachers can select their learning targets using the Teaching Units provided (to the right), adaptations of these Teaching Units, or Units/Lesson Plans they develop on their own.


  • Different kinds of investments (stocks, bond, GIC, etc.)
  • Factors that can affect the return on different investments
  • Risks associated with various investments
  • The trade-off between risk and reward when investing
  • Importance of knowing your investment goals, preferences, and risk tolerance
  • Concept  of an investment portfolio
  • The advantages of diversifying investments
  • Various frauds and scams that exist
  • Where to find good information and advice


  • Make basic investments, and build a portfolio to fit their goals, preferences, and comfort with risk
  • Find advice and assistance if needed
  • Set investment goals when they are ready to do so
  • Diversify choices when making investments


  • Make investments they understand
  • Ask questions, seek advice, and help when needed
  • Use reliable, licensed, registered advisers as needed
  • Take on risk suited to fit goals, life stage, and comfort level
  • Diversify when investing
  • Avoids frauds and scams
  • Review contracts and legal documents carefully before making investment decisions

Teaching Unit:

Making Investments

Most Canadians have investments of some type. Investing can lead to gains and improvement – or losses or worse situations. Learning about investing, types of investments, and the basics of how to invest wisely will help many young people.

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