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?
Thursday, June 8, 2023 10:00to12:00
Tuesday, June 13, 2023 10:00to12:00
Do you want to invest in a mutual fund or an ETF but are unsure how to make sense of all of the documentation provided? What is the key information you should focus on in a Prospectus and Facts Sheet? This advanced webinar will answer these questions and more.
Learning Outcomes:
Thursday, June 15, 2023 10:00to12:00
Debating whether mutual funds, robo-advisors, or ETFs are best for you? What is the optimal portfolio balance given your age and risk tolerance? Should you invest only in Canadian securities or be globally diversified, and if so, what should be your percentage allocation to each?
Tuesday, June 20, 2023 10:00to12:00
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" form).
Tuesday, June 27, 2023 10:00to12:00
The last few years have seen phenomenal gains for many cryptocurrencies before going through a significant crash in late 2017 out of which they have yet to recover from. Does this mean that now is the time you should invest in some of them for the next large move up?
Thursday, June 29, 2023 10:00to12:00
Do you wonder whether it makes more financial sense to rent or buy? Wondering what the true costs of home ownership are? This webinar will show you how to calculate how much house you can truly afford and whether you may be overpaying or getting a great deal.
Tuesday, July 4, 2023 10:00to12:00
Under what circumstances do you have to pay HST and LTT when purchasing a home? Learn about various fees that realtors rarely mention, the difference between FRM, ARM, and VRM, as well as the various designations real estate agents have.
Thursday, July 6, 2023 10:00to12:00
Is real estate investing a guaranteed path to financial success? We’ve all heard stories about people buying real estate in cities such as Vancouver or Toronto “at the right time” and becoming millionaires in a matter of years.