Past Events
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Financial Planning for ‘Retirement’
The Power of Compound Interest and Importance of Starting Early
Spenders/Savers/Investors and the Impact of Inflation on Your Wealth
How the Type of Income You Earn (Employee-Sole Proprietor- Corporation) Will Effect Your Bottom Line
Money and Growth Mindset and Goal Setting
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Jan 2022
Provided the 4-Week Challenge to the Mentorship Bootcamp Cohort. 1hr a week for 4 weeks with actionable homework and steps.
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Feb 2022
The following topics were covered on this webinar, hosted by Embodia.
To provide a framework on what allied health professionals can do to achieve their financial goals and the importance of grasping and applying this information as early as possible.
To learn the initial building blocks to decouple from trading your time for money and how to build the life you want on your terms.
To gain exposure to the practical financial information that can be immediately acted upon to enhance your financial future.
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June 2022
ou may be a total novice in this area or someone who is quite experienced and looking to gain an edge. Furthermore, you might be looking to diversify your income stream as a healthcare professional and don’t know where to start or what possible mistakes to avoid. Heck, you could be just someone looking to absorb and learn from others and specific issues and situations they are looking to navigate. Remember we are all doing our best to sort through this and achieve a more meaningful and fulfilling life. -
July 2022
Was able to share my insight into personal finance to the graduating class of students from the University of Western Ontario. -
Should I Wait Until the Market Bottoms Before investing? Time in vs Timing the Market
Spenders/Savers/Investors and the Impact of Inflation on Your Wealth
The Power of Compound Interest and Importance of Starting Early
Introduction to Alternative Asset Classes (Fine Art, Crypto, Fine Wine/Whiskey)
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Sept 2022
Traveled to North Vancouver and presented the Beginner Course in person to the team at COAST Performance Rehab
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Jan 2023- Provided the 4-Week Challenge to the Foundation Physiotherapy and Wellness Team 1hr a week for 4 weeks with actionable homework and steps.
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Understand the tax implications of being an employee- sole proprietor and corporation
Differentiate between a tax deduction, write-off, and tax credits
Learn about software and strategies that can not only automate but also simplify your life, so you can spend time pursuing things you truly want, not worry about taxes
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April 2023
Presented the Beginner Course to the team at Bolton Physiotherapy -
July 2023
Presented to the team at CEO Finance Academy -
Sept 2023
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Nov 2023
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Dec 2023
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March 2024
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April 2024
In person- 1hr- small group session with the team at Defy Sports Performance -
June 2024
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June 2024
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June 2024
Spoke to the graduating class of Physiotherapy students at the University of Toronto -
July 2024
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Aug 2024
Presented the Beginner Course in person to the team at Propel Physiotherapy -
Sept 2024
Traveled to Vancouver, WA to participate and speak at the Wellness Centre Creators Retreat -
Nov 2024
Held a webinar for the team and community of Build Your Private Practice -
Jan 2025
Presented the Beginner Course in person to the team at Foundation Physiotherapy and Wellness -
Jan 2025
Held a webinar for the team and community of Tyagi Group Accounting -
Jan 2025
Provided the 4-Week Challenge to the Burlington Sports and Spine Clinic 1hr a week for 4 weeks with actionable homework and steps.