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Financial Skills: All About Pensions

Thursday, October 3, 2019 18:30to20:30

Here you are in grad school, not even having started a 鈥渞eal job鈥 yet and along comes a workshop talking about pensions. Isn鈥檛 this something for 鈥渙ld people鈥 to worry about?801 rue Sherbrooke...

Financial Skills: Income Taxes

Tuesday, October 8, 2019 18:30to20:30

Would you like to better understand tax slips and learn how to file your income taxes? Then this workshop is for you.853 rue Sherbrooke Ouest, Montreal, QC, H3A 0G5, CA/involvementCategory:聽Be well...

Financial Skills: Insurance & Your Estate

Tuesday, November 5, 2019 18:30to20:30

Which type of insurance is most appropriate for you? If you are already insured, do you have sufficient coverage? What are聽853 rue Sherbrooke Ouest, Montreal, QC, H3A 0G5, CA/involvementCategory:...

Financial Skills: Investing & Taxation

Tuesday, October 15, 2019 18:30to20:30

Under what circumstances does an RRSP or a TFSA contribution make more sense? What are some of the most tax-efficient investments available? How is the RRSP tax refund calculated?853 rue Sherbrooke...

Financial Skills: Housing I

Thursday, November 7, 2019 18:30to20:30

Do you wonder whether it makes more financial sense to buy or rent? Wondering what the true costs of home ownership are?801 rue Sherbrooke Ouest, Montreal, QC, H3A 0B8, CA/involvementCategory:聽Be...

Financial Skills: Prospectus & Fund Facts

Thursday, October 17, 2019 18:30to20:30

Do you want to buy a mutual fund or ETF but are unsure how to make sense of all of the documentation provided? What is the key information you should focus on in a Prospectus and Facts Sheet?801...

Financial Skills: Portfolio Balancing

Tuesday, October 22, 2019 18:30to20:30

Debating whether mutual funds, robo-advisors, or ETFs are best for you? What is the optimal portfolio balance given your age and risk tolerance?853 rue Sherbrooke Ouest, Montreal, QC, H3A 0G5, CA...

Financial Skills: Advisors & Financial Planning

Thursday, October 24, 2019 18:30to20:30

We will go over the questions to ask and the steps to take when selecting a good financial advisor. We will review how to set up a financial plan (Investment Policy Statement, "Know your Client")...

Financial Skills: Children & Your Money

Tuesday, October 29, 2019 18:30to20:30

You have probably heard that raising a child from birth to adulthood can cost a few hundred thousand dollars. Given the rising cost of education, what are some places where you can cut back without...

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