4 Week “Stop Trading your Time for Money Challenge”

The Lab

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.

When: Q2/3 2025

Time: TBD

Duration: 1hour each session (Including Q & A)

Location: Virtual through Google Meet

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:

Week 1:

  • Mindset, Goal Setting,

  • Budgeting (Personal, Home, Net Worth Statement),

  • The Importance of Compound Interest

Week 2:

  • Types of Income (Employee-Sole Proprietor- Professional Corporation),

  • Basic Tax Planning, 

  • Can You Rely on ‘Your’ Pension for Retirement?

Week 3:

  • What is an RRSP/TFSA? Which is right for me? 

  • Factors that May Influence your First Home Purchase

  • What is Your Credit Score?

Week 4:

  • Debts/ Liabilities/Assets, 

  • Spenders/Savers/Investors

  • How Inflation is Eroding your Wealth\