We will go over the questions to ask and the steps to take when selecting a good financial advisor. We will review how to set up a financial plan (Investment Policy Statement, "Know your Client")...
Debating whether mutual funds, robo-traders, or ETFs are best for you? What is the optimal portfolio balance given your age and risk tolerance?801 rue Sherbrooke Ouest, Montreal, QC, H3A 0B8, CA...
The last few years have seen phenomenal gains for most cryptocurrencies but should you invest in them? What are some of the main things to watch out for when buying altcoins or tokens?801 rue...
Do you want to buy a mutual fund or ETF but are unsure how to make sense of all of the documentation provided? Do you want to find out where to go to locate relevant audited financial statements or...
Under what circumstances does an RRSP or a TFSA contribution make more sense? What are some of the most tax-efficient investments available? How is the RRSP tax refund calculated?801 rue Sherbrooke...
Would you like to better understand tax slips and learn how to file your income taxes? Then this workshop is for you.1001 rue Sherbrooke Ouest, Montreal, QC, H3A 1G5, CA/involvementCategory: Be...
Do TFSAs, RRSPs, GICs, and ETFs sound like a foreign language? Do you equate investing in the stock market to a game of chance?801 rue Sherbrooke Ouest, Montreal, QC, H3A 0B8, CA...
This workshop will review the importance of credit scores and ways to boost them. You will learn how to obtain free credit reports and how improving your credit score can potentially save you...
This workshop will cover the ins and outs of credit cards, various types of loans, and the benefits of debt consolidation.801 rue Sherbrooke Ouest, Montreal, QC, H3A 0B8, CA/involvementCategory: Be...
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