Debbie Arnason

Principal, Arnason Investor Education

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Learn from an educator who has a background in investing. Information is tailored to provide every investor with the tools to succeed regardless of their level of experience.

 

Education and Background:

 

Mary Deborah (Debbie) Arnason, B.Sc., H.Ec., B.Ed., M.Ed., CSC

The Canadian Securities Course (CSC)

• The Canadian securities industry and the regulatory environment

• Market and economic events impacting investment performance

• Company, industry and market performance and analysis

• Portfolio management process and asset allocation

• TFSA, RRSP, Non-Registered or Self-Directed accounts

 

Halifax Regional School Board - Educator

 

Twenty-five years of investing in a teaching Investment Club with experience in:

• Successful portfolio creation

• Portfolio management and diversification

• Stocks, mutual funds, bonds, ETF's  

• Research sites where stocks and other financial assets can be monitored and researched

• Conservative investing practices​

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Work with the Nova Scotia Association of REALTORS (NSAR)

• Created and facilitated a course - Certificate in Estate Planning for Realtors which provided six NSAR educational credits to participants

• Coordinated  monthly information sessions on retirement and estate planning issues for realtors

• Worked with specialists in estate planning providing a solid background and perspective on many aspects of retirement

• Worked with realtors to increase their understanding of services needed by the majority of their clientele.

 

 

 

 

 

 

 

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Interests

• Published monthly articles in The Seniors' Advocate 

• Founding member of a Professional Women's Investment Club 

• Steering Committee Chair of Investment Club

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Volunteer work

• Board Member, Family Service Association 2014 - present

• NS Gymnastics Association, Past Secretary

• Titans Gymnastics, Past President 
   

No security recommendations will be made by Arnason Investor Education. Our objective is to provide participants with a basic knowledge of investing with an Advisor or in Self-Directed accounts.

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