Category Archives: Financial Advisors

Video: Money Plan for Young Canadians

This video is a #checklist of the things a #Canadian 20-year-old #GenZ should be doing in in their #financial #life and #career. I talk about #education, #career and #work, and #investing, to get you on your way to #financialindependence and #wealth.

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Visit: http://www.canadianmoneytalk.ca
The Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/
The Advanced Investing: Stock Analysis Course is at https://canadianmoneytalk.ca/advanced-investing-stock-analysis-course/

Video: Reaction Video: CBC’s Canadian Big Banks Investigation

I go through the #CBC #Marketplace hidden camera #documentary on how Canadian #bigbanks are upselling you and misleading #consumers to meet sales quotas and make more money.

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Visit: http://www.canadianmoneytalk.ca
The Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/
The Advanced Investing: Stock Analysis Course is at https://canadianmoneytalk.ca/advanced-investing-stock-analysis-course/

Video: Podcast with Insurance Expert Part 2

Insurance expert Charee Villa and I discuss #termlifeinsurance, #mortgageinsurance, #mutualfunds, and #Segregatedfunds

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Visit: http://www.canadianmoneytalk.ca
The Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/
The Advanced Investing: Stock Analysis Course is at https://canadianmoneytalk.ca/advanced-investing-stock-analysis-course/

Video: Podcast with Insurance Expert Part 1

Insurance expert Charee Villa and I discuss #goalsetting, #budget, #KYC, #ETFs and #termlifeinsurance.

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Visit: http://www.canadianmoneytalk.ca
The Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/
The Advanced Investing: Stock Analysis Course is at https://canadianmoneytalk.ca/advanced-investing-stock-analysis-course/

Video: The Time I Saw a Financial Advisor

I had a free #financialplan done by a #financialplanner from #wealthsimple. I hadn’t had one done for a while, and wanted to confirm the #RRSPmeltdown #strategy, as well as when to take the #CPP and #OAS.

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Visit: http://www.canadianmoneytalk.ca
The Advanced Investing: Stock Analysis Course is at https://canadianmoneytalk.ca/advanced-investing-stock-analysis-course/
The Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/

Zoom Seminar Recording: Basic Investing and Personal Finance Seminar – Part 3

The video is a Zoom call recording from January 23, 2024, presenting the information I compiled over a decade about #personalfinance and #investing.

Topics for this session
1: Recap of Parts 1 & 2
8: Insurance
9: Financial Independence
10: How to start Investing
11: Other types of investments
12: Financial Advisors & Other Information

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Visit: http://www.canadianmoneytalk.ca
The Advanced Investing: Stock Analysis Course is at https://canadianmoneytalk.ca/advanced-investing-stock-analysis-course/
The Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/

FREE investing and personal finance Zoom seminars January 16, 18 & 23

Hello everyone. I wanted to let you know about a series of three (3) FREE investing and personal finance Zoom seminars I will be running the next two weeks in January, 2024: January 16, 18 & 23 starting at 6 PM Pacific. Each seminar is different.
I’ll discuss investing strategies, Canadian taxation, comparing different asset types including real estate, and personal finance topics like credit cards, mortgages, credit scores, online scams and how to achieve financial independence.
The seminars are intended for beginners, but I will discuss more advanced topics as well e.g., which types of investments go in RRSPs, TFSAs and non-registered accounts.
If you’d like to attend, please sign up for all three seminars at https://canadianmoneytalk.ca/education/
There will be NO selling of any kind. I’m hoping to help you achieve the same financial independence as I did. I will answer questions during the sessions, and they will be interactive.

Video: Mutual Fund Red Flags

The video describes the #redflags for #mutualfunds that can erode #returns and can cause problems for the #investor, that would cause them to re-evaluate the #investment.

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

My Investing & Personal Finance Basics course is at https://canadianmoneytalk.ca/investing-personal-finance-basics-course/

Video: Actions to take before Year End

This video is about some actions to help with #taxes for the 2022 calendar and tax year. It includes #dollarcostaveraging and #rebalancing.

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.

Video: Investing Basics Part 4: Oct 27, 2022

Agenda Day 4 – October 27, 2022

Question & Answer Session

#personalstory #FIRE #mutualfunds #USrealestate #Knowyourclient #timeframe #taxes #investing #howtostart

The #CanadianMoneyTalk channel concentrates on #Canadianinvesting and #personalfinance in Canada.