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)