Burlington Sports and Spine 4 Week Challenge
The financial journey begins with understanding the basics. Just like building a beautiful home requires a strong fundamental foundation. This beginner course will set the stage for an entry-level understanding of what financial literacy is, and why it is so important to understand money, investing, and planning.
Monday Jan 20/27 Feb 3/10 2025
Time: 1:30pm
Duration: ~1hour each session (Including Q & A)
Clinic: Burlington Sports and Spine
After this course you should:
Have a better understanding of why your mindset is your most important asset
Determine what ‘retirement’ means to you and how to create goals to ‘retire’
Understand the importance of compound interest, investing early and often
Know basic financial/stock market/investment terms and concepts
Why investing is the only way to combat inflation and grow your net worth
Topics will include:
Jan 20: Week 1:
Mindset, Goal Setting,
Budgeting (Personal, Home, Net Worth Statement),
The Importance of Compound Interest
Jan 27: Week 2:
Types of Income (Employee-Sole Proprietor- Professional Corporation),
Basic Tax Planning,
Can You Rely on ‘Your’ Pension for Retirement?
Feb 3: Week 3:
What is an RRSP/TFSA? Which is right for me?
Factors that May Influence your First Home Purchase
What is Your Credit Score?
Feb 10:- Week 4:
Debts/ Liabilities/Assets,
Spenders/Savers/Investors
How Inflation is Eroding your Wealth
The financial journey begins with understanding the basics. Just like building a beautiful home requires a strong fundamental foundation. This beginner course will set the stage for an entry-level understanding of what financial literacy is, and why it is so important to understand money, investing, and planning.
Monday Jan 20/27 Feb 3/10 2025
Time: 1:30pm
Duration: ~1hour each session (Including Q & A)
Clinic: Burlington Sports and Spine
After this course you should:
Have a better understanding of why your mindset is your most important asset
Determine what ‘retirement’ means to you and how to create goals to ‘retire’
Understand the importance of compound interest, investing early and often
Know basic financial/stock market/investment terms and concepts
Why investing is the only way to combat inflation and grow your net worth
Topics will include:
Jan 20: Week 1:
Mindset, Goal Setting,
Budgeting (Personal, Home, Net Worth Statement),
The Importance of Compound Interest
Jan 27: Week 2:
Types of Income (Employee-Sole Proprietor- Professional Corporation),
Basic Tax Planning,
Can You Rely on ‘Your’ Pension for Retirement?
Feb 3: Week 3:
What is an RRSP/TFSA? Which is right for me?
Factors that May Influence your First Home Purchase
What is Your Credit Score?
Feb 10:- Week 4:
Debts/ Liabilities/Assets,
Spenders/Savers/Investors
How Inflation is Eroding your Wealth
The financial journey begins with understanding the basics. Just like building a beautiful home requires a strong fundamental foundation. This beginner course will set the stage for an entry-level understanding of what financial literacy is, and why it is so important to understand money, investing, and planning.
Monday Jan 20/27 Feb 3/10 2025
Time: 1:30pm
Duration: ~1hour each session (Including Q & A)
Clinic: Burlington Sports and Spine
After this course you should:
Have a better understanding of why your mindset is your most important asset
Determine what ‘retirement’ means to you and how to create goals to ‘retire’
Understand the importance of compound interest, investing early and often
Know basic financial/stock market/investment terms and concepts
Why investing is the only way to combat inflation and grow your net worth
Topics will include:
Jan 20: Week 1:
Mindset, Goal Setting,
Budgeting (Personal, Home, Net Worth Statement),
The Importance of Compound Interest
Jan 27: Week 2:
Types of Income (Employee-Sole Proprietor- Professional Corporation),
Basic Tax Planning,
Can You Rely on ‘Your’ Pension for Retirement?
Feb 3: Week 3:
What is an RRSP/TFSA? Which is right for me?
Factors that May Influence your First Home Purchase
What is Your Credit Score?
Feb 10:- Week 4:
Debts/ Liabilities/Assets,
Spenders/Savers/Investors
How Inflation is Eroding your Wealth
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.