Canadian Investing 101: Crash Course – 60 mins + Q&A

Disclaimer: I am not an accountant or a pro money advisor. I just really enjoy making and keeping my money and this is based all on my own experiences/knowledge

If I do not know the answer, I will tell you so.

I will also not be telling you specifically what and where to invest your money — I will only be giving you all of the information as an overview of what is available out there from robo-advisors to DIY, some thoughts on the pros and cons of each, and to let you decide for yourself & also answering any specific questions live at the end.

Cost: $100 CAD (via Paypal)

Full video presentation any time you want to watch it – I will send you the course link, I do not do live presentations for this any more because I just say the same thing each time
15 minute question and answer period afterwards for clarification

Presentation Course Preview (Video)

Covers:

Introduction to Investing
Overview of Canadian banks and financial institutions
Basic Investing Strategies
Costs to Investing to look out for and comparisons
Mutual funds and Exchange Traded Funds
RRSP Overview & withdrawals
TFSA Overview & withdrawals
Comparing RRSP vs TFSA
RRSP Contribution scenarios
Asset Allocation Strategies
Rebalancing a portfolio overview
Overviews of banks + mutual funds
Overview of what an stock market index is
Components of reading a mutual fund fact sheet
Basic stock rundown
Basics on dividend investing

Will Provide:

Video presentation (60 minutes)
Q&A sessions at the end (via Zoom call or email – whatever you decide)
Summary of presentation takeaway PDF (7-10 pages)
Summary of all the questions asked by participants from all sessions

Ready?

You can purchase the course below for $100 CAD via Paypal and the following will be sent:

Pre-recorded video session will be sent for your viewing (there were no questions asked during the presentation, it was all done at the end)
Summary of the presentation (PDF)
FAQ sheet collecting all the questions and answers from the previous sessions (PDF)
Email to set up a 15-minute clarification call (or can be done via email instead)

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Also, I am not a professional investment advisor or money manager by any means. I am just a woman who loves money, talking about money, and making money. All opinions expressed on this blog are personal and for entertainment value. Take them with a grain of salt and always consult a professional when in doubt.

Courses & Sessions