Beginner Course E-Guide Bundle
The Ultimate Entry Level Bundle to get you started on your financial journey!
The 2025 Beginner Course E-Guide is a perfect standalone guide that you can read at your own pace. This 100 page guide will set the stage for an entry-level understanding of what financial literacy is, why it is so important to understand money, investing, and planning and how to apply those concepts to your life; so you can live life on your terms.
Mindset, Budgeting & Goal Setting
Influence of Family and Friends
Financial Planning for 'Retirement'
Compound Interest and Compounding Good Will
Debts/ Assets/ Liabilities and Why Knowing the Difference is Crucial for Your Financial success
Things I Wish I Had Known Earlier in My Career
The Canadian Dream Case Study
Types of Income: Employee/Sole Proprietor/Corporation
TFSA/RRSP/Non Registered Funds
Spenders/Savers/Investors and the Impact of Inflation
Credit Score- what it entails
Insight on Purchasing your first Home
Basic Tax Planning that I have Used
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
Actionable Steps (7 Step Savvy Saving System)
And that’s just the E-Guide!
You’ll also get the 7 Step Savvy Saving System + The Net Worth Spreadsheet + The Updated Financial Terms Glossary included.
All for only $30
The Ultimate Entry Level Bundle to get you started on your financial journey!
The 2025 Beginner Course E-Guide is a perfect standalone guide that you can read at your own pace. This 100 page guide will set the stage for an entry-level understanding of what financial literacy is, why it is so important to understand money, investing, and planning and how to apply those concepts to your life; so you can live life on your terms.
Mindset, Budgeting & Goal Setting
Influence of Family and Friends
Financial Planning for 'Retirement'
Compound Interest and Compounding Good Will
Debts/ Assets/ Liabilities and Why Knowing the Difference is Crucial for Your Financial success
Things I Wish I Had Known Earlier in My Career
The Canadian Dream Case Study
Types of Income: Employee/Sole Proprietor/Corporation
TFSA/RRSP/Non Registered Funds
Spenders/Savers/Investors and the Impact of Inflation
Credit Score- what it entails
Insight on Purchasing your first Home
Basic Tax Planning that I have Used
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
Actionable Steps (7 Step Savvy Saving System)
And that’s just the E-Guide!
You’ll also get the 7 Step Savvy Saving System + The Net Worth Spreadsheet + The Updated Financial Terms Glossary included.
All for only $30
The Ultimate Entry Level Bundle to get you started on your financial journey!
The 2025 Beginner Course E-Guide is a perfect standalone guide that you can read at your own pace. This 100 page guide will set the stage for an entry-level understanding of what financial literacy is, why it is so important to understand money, investing, and planning and how to apply those concepts to your life; so you can live life on your terms.
Mindset, Budgeting & Goal Setting
Influence of Family and Friends
Financial Planning for 'Retirement'
Compound Interest and Compounding Good Will
Debts/ Assets/ Liabilities and Why Knowing the Difference is Crucial for Your Financial success
Things I Wish I Had Known Earlier in My Career
The Canadian Dream Case Study
Types of Income: Employee/Sole Proprietor/Corporation
TFSA/RRSP/Non Registered Funds
Spenders/Savers/Investors and the Impact of Inflation
Credit Score- what it entails
Insight on Purchasing your first Home
Basic Tax Planning that I have Used
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
Actionable Steps (7 Step Savvy Saving System)
And that’s just the E-Guide!
You’ll also get the 7 Step Savvy Saving System + The Net Worth Spreadsheet + The Updated Financial Terms Glossary included.
All for only $30
