Happy Financial Literacy Month! We've rounded up some of our most valuable money lessons at the Invisor office to share with you. What are some lessons you swear by, or things you've learned while navigating your own financial journey? Pop down into the comments and let us know!
No matter where you are in your personal finance journey, you're bound to have some questions at one point or another. What should you be investing in? Do you really need that insurance product everyone keeps talking about? How much is enough when you're saving towards a goal?
This month marks our second year as a team at Invisor.In two years, we've stuck by our commitment to make Canadian investment and insurance services more accessible to everyone. We’ve made improvements and additions to our products, and expanded the breadth of our services. We’ve been fortunate enough to see our business grow and evolve. We’ve had pizza-and-beer lunches, and Friday afternoon putting tournaments. We’ve had a fun and rewarding two years, and are looking forward to everything to come in the next 12 months.
When I first interviewed with Invisor, I was looking to get out of corporate politics. Right off the bat, the guys at Invisor seemed like straight shooters, and like they’d cultivated a good work environment. The product Invisor offers is also leagues beyond what I had recently been pitched at banks and from a family financial advisor, so this intrigued me. From a developer’s perspective, I knew being focused on a single project would allow for more creativity and brainstorming. It’s not always about getting a micro site out the door. Instead there are constant discussions about how to make the experience better.
Programming is like art and engineering combined. It requires vivid imagination and, at the same time, following well laid out practices.
As a young twenty-something, navigating through some of my adult-firsts has been interesting. Career-building, house-shopping, figuring-out-life-ing. There's a lot to think about when you're trying to build a solid foundation for yourself, and a significant part of my new-adult efforts have been focused on saving money and building financial independence.
In my career before Invisor, I worked in a bank branch selling mutual funds to clients. Those funds would typically charge around 2%. What that meant was that on average, those funds underperformed the market by 2%. But at the time the market was doing well, and we were a reputable brand so nobody seemed to mind the cost.
Before creating Invisor, I started noticing a significant 'advice gap' in Canada.