Category Archives: Low Fees

Zoom Seminar Recording: Basic Investing and Personal Finance Seminar – Part 1

The video is a Zoom call recording from January 16, 2024, presenting the information I compiled over a decade about #personalfinance and #investing.

Topics for this session
1: Introduction, Seminar Goals & Contact Info
2: Glossary & Building Blocks
3: Risk and Volatility
4: Asset Types, Starting Early & Low Fees
5: Investing Strategies

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: Things To Do before Year End 2023

This video is about some actions to help with #taxes, #financialgoal and #Budget for the #2024 calendar year.

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/

Video: My Origin Story

This is the story of how I achieved #financialindependence, with a 5 million net worth, and why I started the #CanadianMoneyTalk channels.

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

Visit: http://www.canadianmoneytalk.ca

Video: What I do at Year End

This video is about some actions to help with #taxes, #financialgoal and #Budget for the #2023 calendar year.

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

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 3: Oct 25, 2022

Day 3 – October 25, 2022, 6 PM Pacific

Taxes Continued,
Insurance,
Becoming Financially Independent,
Portfolio Examples,
Mutual funds,
Mutual Fund Loads,
How to begin,
Alternate Investments,
Investment Comparisons,
Financial Advisors,
Bank Financial Advisors & independent Financial Advisors,
Robo-Advisors,
Even if you have a financial adviser…,
Information,
Reading List

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