Live In-Person Beginner Course hosted by Foundation Physio
We exit academia and enter the workforce ready to establish ourselves as physiotherapists. We have the entry-level knowledge and the soft skills to land us our first job. We get our first paycheck and decide to treat ourselves to a fancy meal, a nice outfit, and a memorable night out. Then we realize we have student and car loans to pay, rent to come up with, a house to save for, and taxes to account for, and we feel the social pressure to invest but have no clue where to start.
Offered in a live setting, you will have the ability to engage with me, ask questions, and learn about the most recent financial education news.
Date: Sunday Sept 15, 2024
Starting time: 10am
Duration: ~3hrs (Including Q & A)
Location: Foundation Physiotherapy and Wellness -Corktown Location: 514 King St E, Toronto, ON M5A 1M1
Topics will include:
Money Mindset, Budgeting and Goal Setting
Money and the Influence of Family and Friends
Financial Planning for ‘Retirement’
Mastering Compound Interest and Compound Good Will
The Canadian Dream- Case Study
Debts/Liabilities/Assets and Why It’s Crucial to Know the Difference
THINGS I WISH I HAD KNOWN EARLIER IN MY CAREER- Don’t Make the Same Mistakes I Did
Types of Income (Employee-Sole Proprietor- Corporation) and How it Affects your Taxes
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/FHSA Non-Registered Funds
Spenders/Savers/Investors and How Inflation is Eroding Your Wealth
Credit Score- What it entails
Insight on Purchasing Your First Home
Actionable Steps (7 Step Savvy Saving System) Budgeting, Emergency Funds, Valuing Your Time
We exit academia and enter the workforce ready to establish ourselves as physiotherapists. We have the entry-level knowledge and the soft skills to land us our first job. We get our first paycheck and decide to treat ourselves to a fancy meal, a nice outfit, and a memorable night out. Then we realize we have student and car loans to pay, rent to come up with, a house to save for, and taxes to account for, and we feel the social pressure to invest but have no clue where to start.
Offered in a live setting, you will have the ability to engage with me, ask questions, and learn about the most recent financial education news.
Date: Sunday Sept 15, 2024
Starting time: 10am
Duration: ~3hrs (Including Q & A)
Location: Foundation Physiotherapy and Wellness -Corktown Location: 514 King St E, Toronto, ON M5A 1M1
Topics will include:
Money Mindset, Budgeting and Goal Setting
Money and the Influence of Family and Friends
Financial Planning for ‘Retirement’
Mastering Compound Interest and Compound Good Will
The Canadian Dream- Case Study
Debts/Liabilities/Assets and Why It’s Crucial to Know the Difference
THINGS I WISH I HAD KNOWN EARLIER IN MY CAREER- Don’t Make the Same Mistakes I Did
Types of Income (Employee-Sole Proprietor- Corporation) and How it Affects your Taxes
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/FHSA Non-Registered Funds
Spenders/Savers/Investors and How Inflation is Eroding Your Wealth
Credit Score- What it entails
Insight on Purchasing Your First Home
Actionable Steps (7 Step Savvy Saving System) Budgeting, Emergency Funds, Valuing Your Time
We exit academia and enter the workforce ready to establish ourselves as physiotherapists. We have the entry-level knowledge and the soft skills to land us our first job. We get our first paycheck and decide to treat ourselves to a fancy meal, a nice outfit, and a memorable night out. Then we realize we have student and car loans to pay, rent to come up with, a house to save for, and taxes to account for, and we feel the social pressure to invest but have no clue where to start.
Offered in a live setting, you will have the ability to engage with me, ask questions, and learn about the most recent financial education news.
Date: Sunday Sept 15, 2024
Starting time: 10am
Duration: ~3hrs (Including Q & A)
Location: Foundation Physiotherapy and Wellness -Corktown Location: 514 King St E, Toronto, ON M5A 1M1
Topics will include:
Money Mindset, Budgeting and Goal Setting
Money and the Influence of Family and Friends
Financial Planning for ‘Retirement’
Mastering Compound Interest and Compound Good Will
The Canadian Dream- Case Study
Debts/Liabilities/Assets and Why It’s Crucial to Know the Difference
THINGS I WISH I HAD KNOWN EARLIER IN MY CAREER- Don’t Make the Same Mistakes I Did
Types of Income (Employee-Sole Proprietor- Corporation) and How it Affects your Taxes
Stock Market Terms (Stocks, Bonds, Mutual Funds, ETFs)
TFSA/RRSP/FHSA Non-Registered Funds
Spenders/Savers/Investors and How Inflation is Eroding Your Wealth
Credit Score- What it entails
Insight on Purchasing Your First Home
Actionable Steps (7 Step Savvy Saving System) Budgeting, Emergency Funds, Valuing Your Time
Frequently Asked Questions
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Nope. This will be an exclusive live in-person course. Registrants can ask questions in the moment and interact with other attendees.
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The slide deck has been distilled into an e-guide for purchase. In order to be respectful to other customers who have purchased the guide separately, the slides will not be provided
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Absolutely none! I have nothing to hide here. I have not taken any undergraduate, post graduate or extra-curricular courses in anything related to financial planning, economics, accounting etc.
The information provided is strictly from what I have learned through my career as a hobby of mine, something that I am deeply passionate about and that I have spent my evenings and weekends learning about. My sources have mainly been through networking, youtube channels, podcasts and non-fiction books. Well, I’ve also learned through trial and error and losing sums of money. I’m hoping through my experience I can spare you from those mistakes
This service is provided to you for information purposes only and is not investment advice or to be considered advice of any kind to you or any other person. I am describing the investments and processes that I have made myself and are reflective of my particular circumstances. Your circumstances are different and any discussion here is not intended to be and must not be considered to be a recommendation for you to make the same investment(s). Consult an adviser, consultant, legal/tax specialist, financial planner/advisor, and other professionals prior to making any investment decision.