Member To Member Deal
I'll bring lunch right to your place of business!
This informative and interactive workshop is designed to arm you and your employees with basic financial tools and knowledge. For instance, we'll cover things like, what’s the difference between an RRSP and a TFSA? Where should I be investing my money? What should I do when there’s a downturn in the market? Should I pay off my mortgage/debts or should I be saving more? What’s the difference between mortgage insurance and individual insurance? What's dollar-cost averaging…or asset allocation…or diversification? What's the greatest threat to the success of the average investor? How can I maximize my RRSP contribution without it costing me more? ...and much more! You direct the conversation as we discuss topics that resonate with the participants.
*This presentation can be customized for business owners, professionals or a specific group with a shared interest.