Retirement-Vacation-Concept

Investing for your Future

Every Saturday 3:00 pm to 4:00 pm

Presentation: ½ Hour.    Discussion: ½ Hour

We learn from each other, groups could be formed to help each other to grow our wealth and also help others in need.

First Discussion:

  1. What is your current Financial Position?
  2. What are your Financial Goals – Near term & long Term. Purpose defined clearly on paper.
  3. Calculate Net Worth. Identify liquid Assets, Assets  & diversification
  4. RRSP/TFSA
  5. Income versus growth
  6. How to set goals and a strategy and works towards depending on age group.
  7. How to find money for investment.

Second Discussion

  1. What is Direct Investing
    1. Different types of Investing Accounts
    2. Admin fee and Commission management
  2. Financial Advisor – pros and cons
  3. Mutual Funds – pros and cons
  4. ETFs
  5. Dividend Stocks

WORKSHOP PRESENTATIONS: