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


  • 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


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


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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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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.