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
  • 15 minute question and answer period afterwards for clarification

Presentation Course Preview (Video) from Friday July 24th

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





In a nutshell…

Save. Spend. Splurge.
[ wealth. style. minimalism. ]

——

MOST DEBT: cleared $60K in 18 months

MONEY: Hit $1M personal net worth At 36

NEW GOAL: $1M in invested assets

FAVOURITE DAY: payday

HATES: being late & lazy people

SOCIAL: Instagram @saverspender

DRINKS: homemade matcha lattes

SLEEPS: on a 100% cotton U.S.-made futon

WRITES: Books (also available on Amazon).

BEAUTY: swears by Paula’s Choice

——

…but you can read more about me , browse my index of posts, or get in touch with me, talk to me directly on Instagram, and of course, ask me anything here.

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Disclosure

Save. Spend. Splurge. uses affiliate links from Shopstyle, and Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com or ShopStyle. In addition to these, any referrals on the page will result in revenue if used such as BlueHost.

In English: If you click on a link, I could get a small commission, typically a few cents. And if you use a referral code, I could get anywhere from $10 – $70 for it. Thank you for your kind support!

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.