Live In-Person Beginner Course
GTA Edition
The financial journey begins with understanding the basics. Just like building a beautiful home requires a strong fundamental foundation. This beginner course will set the stage for an entry-level understanding of what financial literacy is, and why it is so important to understand money, investing, and planning.
Date: Late Sept/ Early Oct 2022
Starting time:TBD, likely weekday evening or weekend morning
Duration: ~3hrs (Including Q & A)
Location: Burlington Sports and Spine 3455 Fairview St Unit 28, Burlington, ON L7N 2R4
After this course you should:
Have a better understanding of why your mindset is your most important asset
Determine what ‘retirement’ means to you and how to create goals to ‘retire’
Understand the importance of compound interest, investing early and often
Know basic financial/stock market/investment terms and concepts
Why investing is the only way to combat inflation and grow your net worth
Topics will include:
Mindset and Goal Setting
Money and the Influence of Family and Friends
Financial Planning for ‘Retirement’
Compound Interest and Compound Good Will
The Canadian Dream- Case Study
Debts/Liabilities/Assets and Why It’s Crucial to Know the Difference
THINGS I WISH I HAD KNOWN EARLIER IN MY CAREER
Types of Income (Employee-Sole Proprietor- Corporation)
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/Non Registered Funds
Spenders/Savers/Investors and How Inflation is Eroding Your Wealth
Basic Tax Planning that I have Used
Credit Score- what it entails
Insight on Purchasing your first Home
Actionable Steps (7 Step Savvy Saving System)
$100 per person
*for group pricing for clinics please email